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Installation Company ERP / CRM

Knowledgebase

How To Add Insurance Backed Guarantee and Self Certification Details

To do this:

  1. Within your Contract, head to the Guarantees tab.
  2. Select Yes on the ‘Self Cert Required?’ toggle. Enter the amount of Windows and Doors you’d like to certify, the Self Cert Ref and the date its valid from.
  3. Select Yes on the ‘Ins Backed Guarantee Required?’. Enter the reference and the date it’s valid from. Select Update when completed.

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