Your insurer wants the claim in writing, or an adjuster asks for a copy. Send it from the claim itself, to people at your company, to outside addresses, or both.
What you'll need
- Available on the Bundle plan, or on a Custom plan that includes Incidents.
- Anyone at the location can email a claim. You do not need to be an Admin.
- A saved claim. The option lives on the claim, not on the form you log it with.
Send the details
To email an incident:
- Select Incidents in the side menu, then the claim.
- Select Actions, then Send Email.
- Under To, start typing a name to pick someone at your location, or type any email address.
- Add a comma or press enter for each extra recipient.
- Leave Send attachments? on to include links to the claim's photos, video and files.
- Write a Message if you want one, then select Send Email.
A confirmation names everyone it went to. If an address you typed is not a valid email, WashUp tells you which one and sends nothing.
What the recipient gets
The claim's reference, the customer and their vehicle, when and where it happened, the current status, who logged it, and your message. Attachment links come too, unless you turned them off.
Some of it is held back from outsiders. If every address belongs to someone at your location, the email also carries the intake notes, any linked claims, the evidence relied on, who absorbed the cost and the total damage amount. Add one outside address and all five drop out of the email for everybody on it.
It comes from WashUp Solutions with no reply-to address, so a recipient who hits reply is writing to nobody. Give them your number another way.
Good to know- Nothing is written onto the claim to show the email was sent, so add a note if you need that on the record.
- A customer cannot use the link in the email, because it opens the claim inside WashUp. Send them a tracking link instead.
- Typed addresses are checked for shape, not for accuracy. A valid-looking typo sends the claim to the wrong person with no warning.
Common questions
Can I send it to someone outside my company?
Yes. Type their address under To. Doing so removes the internal-only details from the email for everyone on it.
Can I undo this?
No. Once it is sent it is gone, so read the addresses back before you send.
What should I send the customer?
A tracking link. It gives them their own page with the status of their claim and none of your internal notes.
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