Download the resource
Download PDFWhat to keep together
- Contact log, damage photographs when safe, and available assessment reports.
- Temporary work authorizations, invoices, and receipts.
- Proposed repair scope, insurer questions, owner upgrades, and approved changes.
Use separate status fields
Record whether an item is assessed, priced, authorized, funded, or completed. These are different milestones; one should not be assumed from another.
