What the checkpoint looks like
The checkpoint shows the agreement and insurance as registered on the job. If nothing has been entered, it says No agreement or insurance registered.
How to use it
Check with the customer which agreement or insurance the job falls under.
Tap Update agreement and insurance if anything is wrong or missing.
Choose the Agreement, fill in Excess and Reference, and turn on Insurance if it applies. Tap Save and tick off the checkpoint.
Good to know
Reference is, for example, the claim number at the insurance company.
The excess you enter here is the one you collect with Collect excess.