Go to Safety > Claims to track insurance and cargo claims, and link them to the accidents they came from.
Add a claim
- Click + Add Claim in the top-right corner.
- Basic: enter the Record #, Status (for example New), Date, and Time. Choose the Driver, Vehicle, and Trailer, select the claim Type, enter the Claim # if you have it, and add Notes.
- Accidents: select the related accident, if there is one.
- Details: enter the Address, City, State, and Postal Code, plus the Customer, Load #, Insurance company, Policy #'s, and Damage Value.
- Click Save to return to the list, or Save & Open to open the claim and add documents.
Edit or delete a claim
Click a Record # to open the claim and edit it. To delete it, open it, click the ⋮ menu in the top-right corner, and choose Delete.