Overview: Sometimes a client will request supplements for a claim that we already worked on (e.g., reinspection estimate).

1. Update the existing CRM deal 
   
2. Create a new GD folder 
   
3. Create a new line item in the AM Input sheet
   
4. Create a new ticket in Des 
   

Here is a more detailed explanation of the process:

1) CRM: 

1. Please use the SAME CRM deal that was already created, and update the deal as needed (e.g., update the service, stage, etc)
   
2. Add any Notes or Tasks that Vlad mentioned in his email.
   
1. In addition, please create a new Task (assigned to Vlad), with a due date that is one year from today's date: "Reimburse client for reinspection estimate" (or whatever is appropriate), since we don't want to charge them twice.
   
3. Remember to save the attachment link to the new Google Drive folder that you will create for the claim, and delete the old link to the old GD folder. 
   
1. There should not be two attachment links for the claim
   

2) Google Drive: 

1. Please create a NEW GD folder for the homeowner. The main folder's name will have usual info: Today's date - homeowner's first and last name - street address. 
   
1. Then, go through the same process as usual and create the four subfolders, saving any pertinent info in the appropriate folders. 
   
2. Next, please create a sub-folder called "OLD." 
   
1. Copy & paste all of the folders from the homeowner's previous Google Drive file into this sub-folder.
   
1. Please keep the original names for the old folders – e.g., the name of the moved folder should be in the format: Original date – homeowner’s first and last name – street address.
   

Please do not delete any previously-created Google Drive folders for the homeowner.

3) AM Input spreadsheet: 

1. Please add the claim to the “AM Input” spreadsheet.
   

4) Desk: 

1. Please create a NEW ticket for the claim.