Archives: FAQ

How do I log in to the web portal?

Please check the following if you are not able to log in to the web portal. Check that you are in the right portal by checking the logo up to the left on the login page or the web address. If your company is using the Contractor solution, you should only log in to the…

How to filter for a specific issue in in4mo?

There are a lot of different filters in the case list in in4mo. By using a single filter or a combination of different filters, it is possible to restrict the number of cases shown in the case list, which can be useful for finding the cases relevant to you more quickly and easily. The filters…

What to do when I can’t find a specific office/partner when assigning a task in a case?

When assigning a task, if the office does not appear on the list – contact the insurance company. If the insurance company is not able to find out why this partner/office does not appear on the list, the insurance company can contact in4mo support.

How does the invoice feature work?

It’s possible to add invoices directly in a case in in4mo. To do this, go to the tab ‘Invoice’, where you click ‘Add invoice’ to open the window where you fill out information about the invoice and add the invoice file. Under the invoice tab there’s a row showing the approved budget for tasks assigned…

How do I edit a budget for a task?

If you have to make changes to a budget which has already been added to a case, this is done under the budget tab, where you click ‘Edit’ to the right on the same row as the budget you want to edit. When you’ve made the required changes, the budget is sent for approval again….

Our company has received a new task, what do we do now?

When your company receives a new task, the first thing you need to do is to assign the task to a responsible from the company. For more information and an overview of the different statuses, click here.

How do I add a budget for a task?

How budgets are added in in4mo depends on the configuration in the portal of each insurance company – more specifically on whether the cost calculation tool iCC is used or not. If iCC is not used in the portal, budgets can be added by opening the Budget tab in the case, the same button can…

How do I assign a task to a responsible person?

There are three ways to assign a task to a responsible person: Open the case in which you want to assign a task to a person and click ‘Assign members’ on the left side of the screen, under the list which shows the tasks and statuses. A pop-up window will open where it is possible…

How can I delete tasks via the mobile app?

Tasks are automatically removed when you mark them as completed, except for inspection tasks that will be visible till the case is closed or deleted. How these tasks are removed depends on whether your device runs iOS or Android: Android: Start by pressing the three dots in the top right corner in the case list,…

I try to take a picture, but the screen is black, what do I do?

Go to app setting on your device and check if Task Reporter has been allowed to use the camera.