2. Enter a New Job in iCat

Use the cloud first to enter the job.

Support MD avatar
Written by Support MD
Updated over a week ago

Always enter the new job in the cloud first.  

If required, the job can still be created on the device; however, eventually, it will have to be synced with the version made in the cloud. 

The insured's email address is essential so that you can send them the link for the homeowner portal after your introductory call.

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