Jobs & Timeline
Capture a First Notice of Loss
Describe the loss once and Wave builds your First Notice of Loss record for you. Customer, property, loss and claim details fill in on the job's Overview from what you say or paste, and print on the estimate PDF.
A First Notice of Loss (FNOL) is the intake record carriers and third-party administrators (TPAs) use to open a claim. In Wave, the details live on the job itself, on its Overview tab, and they fill in from the moment you describe the loss.
What the job holds
The job's Overview carries everything an FNOL usually asks for:
- Customer, with Phone and Email
- Address: street, unit, city, state and ZIP
- Year built, Square feet and Access
- Loss type, Date of loss and Water category
- Carrier, Policy #, Claim # and Deductible
- Contacts: other people on the job, each with a role such as Homeowner, Policyholder, Adjuster, Tenant or Property manager, plus their phone and email. The contact with the Adjuster role is the claim's adjuster.
Below those, under Estimate details, are the Loss description (the cause of loss in a sentence or two) and Project notes (context for the whole estimate). Project notes appear once the job has an estimate.
Wave prices each estimate for the job's area. If a field you need isn't showing, use Add field on the Overview to fill it in by hand.
How it gets filled in
Wave reads what you tell it and records the customer, address, claim and loss details it finds. Start on Home with a message like:
"New loss for Jordan Park at 482 Sycamore Lane, Denver: a toilet supply line failure affecting the hall bathroom and hallway."
Wave creates the job with the customer, the address and the story of the loss. When you start an estimate and Wave needs something the job doesn't have, it asks, one question at a time. See Create a job and Answer Wave's questions.
Paste the FNOL you already have
If the loss came in as an answering-service message, an intake form or a carrier's FNOL, paste it into the command box on Home or into the job's chat. Wave fills in the job's customer, contacts, claim and loss details from it and saves the pasted text as a job note, so the original is on file.
Pasted text works just like typing. Wave fills in the job from it, and if the paste or a line you add asks for something, such as assigning someone, booking a visit or starting an estimate, Wave does it.
Update details
Edit any field directly on the job's Overview. Or tell Wave in the job's chat what to change: "the date of loss was March 3" or "the claim number is 0412-88." To correct a customer's name, edit Customer on the Overview.
If the water category changes once an estimate is underway, tell Wave while the estimate is open: "this was actually Category 2 water." Wave updates the estimate for the new category. Some line items follow the water category, so review the priced rooms after the change and confirm Water category on the Overview matches.
Share the details with the estimate
The customer, property, loss and claim details print on the Cover page that opens every estimate and drying log PDF you export from the job, except an invoice. So when you export the estimate, whoever receives it sees the loss details with it. Project notes print on that estimate's PDF too. Submit the formal FNOL to the carrier or TPA through your usual channel.