Industries · Services and consulting
Insurance: claims, assessments and agents
Insurance agents and loss adjusters manage claims as work orders, damage assessments with photos and appointments with clients.
What changes
Less searching, phoning and retyping
Claims
Every claim is a work order with a client and a deadline.
Damage assessments
Photos taken by phone straight onto the work order.
Appointments
Client meetings in the calendar.
Features for your business
Services and consulting
Agencies, consultants, accountants, education, health, hospitality, sport and personal services.
Work orders by customer
Every job for a customer is a work order with a deadline, an owner and a status.
Work log
Hours by customer and project, with a monthly report in PDF, Word or Excel.
Appointments and bookings
Customers book an appointment online, and an SMS reminds them the day before.
Working time records
Employee arrivals, departures, breaks and absences in one place.
Team chat
Channels and direct messages with links to work orders, without private messaging apps.
Invoices from hours worked
A monthly invoice from the hours log, with the service date covering the whole month.
How it works in practice
Insurance
Customer and order
Enter the customer or look them up in the business register, then open a work order.
Work and hours
Everyone logs their own time in the work log or on the work order.
Customer report
At the end of the month, prepare a report on the work done.
Invoice
The report becomes an invoice, which you send by email or as an e-invoice.
Frequently asked questions
Insurance
Yes, if you want to know who’s working on what, how much time you spend per customer and how much you can bill. For you, a work order is simply a customer order.
In Work reports, choose the customer and month – eNalog compiles a report you can export to PDF, Word or Excel.
Yes. Turn on online booking and share the link – bookings land in your calendar.
Related industries
Banking and finance · Biotechnology and pharmaceuticals · HR and recruitment · Hospitality and tourism · Education · Logistics and transport · Marketing and advertising · Media and publishing · Crafts and personal services · Law firms and legal services · Accounting and business consulting · Research and development · Arts, culture and entertainment · Healthcare and social care · Sport, recreation and leisure · All industries
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