How do I download or email official service logs and photos to handle an insurance claim?
If you need to provide proof of service to an insurance company or claims adjuster, you can easily pull your service logs and field photos directly from Yeti. You have the choice to download them as PDFs or email them through a secure portal.
Step-by-Step Instructions:
- Log into the Yeti web app.
- Using the left navigation menu, go to Reports & History and click on the Service tab.
- Use the filters at the top of the page to pinpoint the exact records you need:
- Site/Client: Choose the specific location where the incident occurred.
- Date Range: Select the necessary timeframe (e.g., the months leading up to and including the date of the incident).
Choose Your Delivery Method:
- Option 1: Send directly via email (Recommended) Click the Send All Online button located below your filters. Enter the insurance adjuster's or recipient's email address and send. They will receive a professional, secure web link allowing them to interactively view and download all matching service records and accompanying photos.
- Option 2: Download as a PDF If you prefer to attach the logs to your own email manually or print them out, use the page export options to download the filtered logs directly to your computer as a PDF file.