ERSERS Field

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ERSERS Field Office

Jobs

Complete job details populate every ERS report automatically.

New job

Job & customer

Job number
Customer name
Customer phone
Customer email

Property address

Street address
City
State
ZIP code

Insurance & claim

Insurance company
Claim number
Policy number
Adjuster name
Adjuster phone
Adjuster email

Loss details

Cause of loss
Source of loss
Category
Class
Date of loss
Inspection date
Job start date
Dry-out confirmed
Dry out confirmed in the field

Assignment

Status
Assigned technician

Notes

HighLevel pipeline
Linked to HighLevel
Not in HighLevel yet
Create the customer and opportunity from this job.

Import from HighLevel

Pulls customer, address, claim, carrier, adjuster, and loss details from your ERS Pipeline. Details already entered here are never overwritten.

Add photos & documents

Take photos on site or attach files from this device. They save straight to the job.

Job
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Caption (optional, applies to all)

Daily monitoring

Take readings in the order you walk the job: outside, unaffected, then each chamber. Grains per pound and dew point work themselves out.

Job

Visits on this job

Technician note
Is dry out confirmed?
Answer yes only when every reading has met its dry standard and no further drying is needed.

Chambers & equipment

Group rooms into a drying chamber, then scan equipment tags to place units.

Job

Equipment log

Reports

Select photos to build a branded ERS photo documentation report.

Job
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Drying report

Every day of readings on one job: air readings with grain depression, moisture readings against the dry standard, and the equipment run times.

Job

Roofing Detail Report

Customer details, date and cause of loss, and every note from the daily logs. No company name appears anywhere on it.

Job

Share photos with an adjuster

Creates a read-only web link to this job's photos. No login needed on their end, and it stops working by itself after 60 days. You can turn a link off sooner at any time.

Job
Who is it for (optional, for your records only)

Users

Add field staff, set who is an admin, and turn access off when someone leaves. Only admins can see this screen.

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Add a user

At least 10 characters. Give it to the user directly — there is no password reset email, so an admin sets passwords here.

Photo archive

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