To establish a Standard Operating Procedure (SOP) for using the RocketPlan app, follow these detailed steps:
Download and Install the RocketPlan App:
Open the App Store on your mobile device.
Search for "RocketPlan".
Tap the "Download" button to install the app.
Sign Up for an Account:
Launch the RocketPlan app.
Follow the on-screen prompts to create a new account by providing the required information.
Create a New Project:
After logging in, you'll arrive at the home screen.
To initiate a new project, tap the floating purple button located in the bottom right corner.
Enter the project address, which is the only mandatory field for project creation.
Complete any additional optional details as needed.
Tap "Create" to set up the project.
Manage Project and Loss Data:
Select the newly created project from your project list.
Navigate to the "Project and Loss Data" section.
This section is divided into three tabs:
Property Data: Input relevant information about the property.
Loss Data: Document details pertaining to the loss incident.
Claims: Record information related to insurance claims.
Fill in the necessary information in each tab. Note that this information can be updated or revised at any time.
Select Project Type:
Within the project, locate and open the "RocketPlan Folder".
You will be prompted to choose a project type.
Each project type offers specific tools and templates designed to streamline your workflow.
Create a Project
1. Tap here.
2. Tap here.
3. Tap here.
4. Tap here.
5. Tap here.
6. Tap here.
7. Tap here.
8. Tap here.
