Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.
| 1 | Open 11-2 Work Orders/Invoices/Credits. |
| 2 | Click the Insurance Information tab. |
| 3 | Do the following: |
| a | In the Policy# text box, enter the customer's policy number. |
| b | In the Policyholder text box, enter the name of the policy holder. |
| c | In the Policy Address 1, Policy Address 2, City, State, and Zip text boxes, enter the address of the policyholder. |
| d | In the Policy Phone text box, enter the telephone number of the policyholder. |
| e | In the Policy Type text box, enter the kind of policy. |
| f | In the Deductible text box, enter the deductible amount. |
| g | In the Company text box, enter the name of the insurance company. |
| h | In the Adjuster Name text box, enter the name of the insurance adjuster. |
| i | In the Adjuster Address 1, Adjuster Address 2, City, State, and Zip text boxes, enter the address of the adjuster. |
In the Adjuster Phone text box, enter the telephone number of the insurance adjuster.
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Entering quotes or work orders or invoices |
For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.