How to add an insurance service to a trip?

  1. Create a new trip or choose one from the list.
  2. Locate the trip menu on top of your screen and click on Services.
  3. To add insurance service, select the button + add service, choose the advanced option and in the list choose the option  Insurance.
  4. A new window will open allowing you to edit or change all the information related to the service, clients, cost and documents. Use the Next and Back buttons to move through the different categories.
  5. Click on Save Changes. You can attach documents or edit the information at any time.

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