New inquiry

Step 1 — enter the inquiry once here; the same fields are created in Zoho Books as an estimate.

Inquiry details

Inquiry / Estimate No.

Inquiry date

Priority

Insurer

Claimant

Claim Ref No.

Policy No.

Plate No.

Damaged property

Location

Google Maps link

Damage description

Once created, this inquiry will be linked to the selected insurer and claimant masters and can be pushed to Zoho Books from the claim file.