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Open jobs in PSA Web \& Encircle
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Review jobs opened by Call Center and fix/update missing or incorrect information
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Guide the policyholder/client to upload photos \& sign Work Authorization in Encircle
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Coordinate with internal staff to have Work Authorization signed if the policyholder/client is not comfortable with this
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Upload Work Authorization to XA when required
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PSA date entry -- Loss, Received, Contacted, Inspected, Actual Start, Target Completion, Actual Completion, COC uploaded, Last Day on Job (when applicable), Production closed, Approved, estimate uploaded (if traditional quote), enter scope date and sent 24-hour date report and HMI date
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Confirm XA \& Symbility date entry -- Contacted, planned inspection, inspected, Target start, Job started, Target complete, Completed
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Create estimated revenue work orders within 24 hours of site inspection
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Update estimate revenue work orders when quote/estimate is approved
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Forward 24-Hour Reports to clients through PSA \& upload to XA when required
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Upload Emergency Scope to Encircle
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Send traditional scopes to clients as required
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Confirm Deductible, Inspection/Estimation Fee, and Interim Invoice requirements and request invoice creation/submission
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Assigning gatekeeper for estimating once all info is collected
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Review "Received Jobs Report" or "Job Management Report" daily -- Check for new jobs that are missing the estimated revenue and check for any job info. that needs to be updated in PSA
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Review jobs in PSA whenever you are in them to -- Check for missing dates ("Not Started", "Not Contacted", "Not Inspected", "Not Completed").
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Issue RFQs to sub-trades
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Track sub-trade quotes and follow-up to ensure timely submission -- Notify PM when all sub-quotes received for quoting purposes
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Create/format \& send traditional quotes and/or scopes to clients
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Collect/send information to estimating team to prepare/revise estimates
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Follow up on questions from the estimating team, and ensure timely PM approval/upload
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Enter, coordinate, maintain, and communicate job schedules
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Maintain property access and contact information in PSA
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Issue and track all work orders
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File management (PSA) -- Save in-coming attachments, ensure proper uploading and labelling in PSA
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Maintain ongoing communication with property owners, PM Team, in-house departments, sub-trades, adjusters, property managers, and owners/tenants to ensure efficient job progress and completion and document them in PSA
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Follow up with NR loss list and disposal authorization
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Facilitate with new subtrade set up
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Request Cost Transfers
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WIP report management
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Updates/uploads to XA or Symbility as required
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Review/Sign/Submit Site Supervisor timesheets
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Read \& respond to emails as required
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General Release Forms
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Coordinate disposal of non-restorable content
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Complete File Close procedures (including all steps to close off D files, except for the invoice for D file against subtrades).
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Check for any required revisions to estimate and inform invoicing, if happening after work completion.
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Coordinate Completion Certificate final document sign off with Site Supervisors (upload to XA when required)
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Month-end Reports -- Job Active Job Management \& Open Work Orders (PSA)
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Ensure that self and others adhere to Canstar's health and safety practices and procedures
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Ensure good housekeeping is kept to perform work safely and efficiently
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Understand safety policies and protocols
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Ensure that self and others on site are wearing all required PPE, when required
