Advice and answers from the Schedule It Team

Schedule It’s software provides insured information reports that contain pertinent information regarding each inspection appointment such as address, carrier and firm, status, contact notes, claim questions and answers, and loss notice information. Personal Scheduling Assistants send these reports to adjusters each night for the next day, but PSA adjusters, as well as self-scheduling adjusters, have the ability to print these reports at any time.

A note to PSA adjusters: your schedule for the next day is considered confirmed when your scheduling assistant sends your reports; your schedule is considered in progress until that point.

Log in to https://app.scheduleit.io.

Expand the Reports menu in the left sidebar and click Insured Information.

Enter your date range in the From and To fields; click Preview to see a list of appointments on the screen, or Print PDF to create a downloadable, printable PDF file.

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