The process and cadence for billing out insurance jobs differs from how you would process self-pay jobs.

With self-pay jobs the process is:

1. Issue an estimate to the customer in Service Titan.
2. The customer accepts and signs the estimate.
3. Book the job off the estimate.
4. Complete the job.
5. The invoice is automatically created once the technician closes the job out.

The process with insurance jobs is:

1. The customer has filed an insurance claim, and contacts us for an inspection, OR the customer contacts us for an inspection and we help them file an insurance claim while we are on site.
2. The customer signs a service authorization allowing us to complete the work.
3. We complete the work.
4. We submit all of our documentation to our estimator (REB), who then negotiates the job total with the insurance adjuster.
5. Once our estimator and the insurance adjuster agree on a dollar amount, we create the estimate in Service Titan with the agreed upon dollar amount and immediately convert the estimate to an invoice.

The links below include videos for the invoicing and payment collections process:

Invoicing & Collecting Payments (Desktop)

Collecting Payment (Mobile App)