How to add an insurance service to a trip?
- Create a new trip or choose one from the list.
- Locate the trip menu on top of your screen and click on Services.
- Select the + Add service button.
- A list will be displayed with all the possible services you can add to a trip and the status of the service. Select Insurance and click on Add.
- 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.
- Click on Save Changes. You can attach documents or edit the information at any time.