Help & Documentation

Open 'Insurance' in the sidebar (Rental Management section). The page lists your whole owned-gear fleet with each item's insurance status, and sums up the figures a broker asks about.

• The 'Fleet Insurance' card shows Total Replacement Value, Total Insured, Coverage (the insured share of the replacement value) and Gaps. Gaps shows up to two counts: items with no policy ('uninsured') and items whose policies have all ended ('expired'). Click one to filter the list to exactly those items.
• The status chips — All, Insured, Expiring, Expired, Uninsured, Excluded — filter the list and show how many items each holds. Search matches an item's name, its device and its serial number; 'Sort by' orders the list by name, value or status.
• Banners above the card appear only when there is something to act on: 'Incomplete Valuation Data' when items have no value at all, a reminder when policies run out within 30 days (click it to show only those items), and 'You are offline' — editing policies and bulk actions wait until you reconnect.
• Click a row to open the item's panel with its value, insurance scope and policies. The pencil at the end of a row ('View in Owned Gear') jumps to the item in your inventory.
• Gear in a set that is insured as one row ('Export this set as a single insurance row' in the set's editor) does not appear as separate items — the set stands in for it, so nothing is counted twice. The set counts as one row in the status chips and on the card, but is not listed itself: when you filter by a status, a note above the list names the sets with that status and links to Owned Gear, where a set's cover is edited.
• Damage reports, if you have any, are listed at the bottom of the page under 'All Damage Reports'.
• On a phone the header keeps only 'ERPAM Export'; 'Valuation PDF' and the guided tour move into the 'More' button beside it. The status chips fold behind one 'Filters' button, and sorting moves onto that row; 'Select All' and search stay on screen. From 768 px up the header and toolbar are unchanged.

Every total on the page, and every export, is built from each item's replacement value — what it would cost to replace the item today.

• The app uses the first figure it finds: the replacement value you entered, otherwise the purchase price, otherwise the device catalogue's value for the linked device.
• The item's panel shows where a borrowed figure comes from, for example 'Using … from purchase price. Enter a value to override.' Type a value under 'Valuation' to replace it; it saves when you leave the field.
• 'Fix Missing Values' on the 'Incomplete Valuation Data' banner opens one list of every item that has no value at all, so you can fill them in one pass and save them together with 'Save Changes'.
• 'Edit full item' (the arrow icon in the panel header) opens the item's complete edit dialog in Owned Gear.

A policy is stored on the item it covers. Add one to a single item from its panel on the Insurance page or from its edit dialog in Owned Gear, or to many items at once with a bulk action.

• A policy records Provider, Policy #, Type (All Risk, Transit, Studio, Third Party Liability or Other), Expiry Date, Annual premium and Notes.
• The insured amount is not typed in: it is taken from the item's replacement value.
• The annual premium is the policy's price per year. A project budget spreads it over the shoot period.
• An item can carry several policies — for example an all-risk cover plus a transit cover. A policy without an expiry date counts as running indefinitely.
• Each policy in the list has its own edit and delete buttons; changes save straight away.

1. On the Insurance page, click the item's row to open its panel (or open the item from Owned Gear and go to its 'Insurance' section).
2. Under 'Policies' (or 'Manage Policies' in the edit dialog), click 'Add Policy'.
3. Fill in the provider, policy number, type, expiry date and, if you know it, the annual premium.
4. Click 'Add Policy' to save it. To put the same policy on many items, use 'Add Policy to Selected' instead.

Tick several items to act on all of them at once — the usual case is the annual renewal, when one new policy goes onto the whole fleet.

1. On the Insurance page, tick the checkbox on each row you want, or use 'Select All' (it selects what the current filter and search show).
2. A bar appears with the number of selected items and the bulk actions.
3. 'Add Policy to Selected' opens 'Add Policy to Selected Items': fill in the policy once and it is added to every selected item.
4. 'Remove Policies' deletes every policy on the selected items after you confirm 'Remove insurance policies?'.
5. 'Exclude from insurance' and 'Include in insurance' set or clear the exclusion for the whole selection.

Each row carries a status dot, so you can see at a glance where the fleet has no cover and decide whether that is intentional.

Insured

— At least one policy is current and none of the current ones runs out within 30 days.

Expiring

— A current policy runs out within 30 days — time to renew.

Expired

— The item has policies, but every one of them has run out.

No insurance

— No policy at all. The 'Uninsured' chip lists these items.

• Gaps on the 'Fleet Insurance' card counts expired items as well as items with no policy — neither is covered — and shows them as two separate links.
• Coverage on the card is the replacement value of items with a current policy, measured against the total replacement value. A few uninsured cameras therefore move it far more than a pile of uninsured cables.

Some gear is deliberately never insured — hard drives and media (which ERPAM does not cover at all), consumables, cheap accessories below any deductible, or kit that is catalogued for logistics rather than for cover. Marking such an item 'excluded' takes it out of the insurance picture entirely instead of having it re-appear as a coverage gap on every review.

• An excluded item is left out of the ERPAM Excel export, the Valuation PDF and the project insurance report.
• It also stops counting toward fleet value, the coverage percentage, the uninsured-gap list, the 'Incomplete Valuation Data' warning and policy-expiry notifications.
• It stays visible on the Insurance page with an 'Excluded' badge, and an 'Excluded' filter chip shows how many there are — so nothing disappears on you.
• Set it in four places: the item's detail panel on the Insurance page, the selection bar after ticking several items, the eye-with-a-slash button beside a row in the ERPAM export dialog, or the owned-gear item's Edit modal.
• In the ERPAM dialog, excluded items collect in a collapsible 'Excluded from insurance' list at the bottom, each with an 'Include' button to bring it back.

The Insurance tab inside a project workspace breaks coverage down by provider (Owned Gear, Rental House, Sub-Rental) and exports a per-project insurance PDF.

1. Enable the tab first: the Insurance tab is OFF by default. Open the project card menu on the dashboard (or tick Insurance when creating the project) and enable it under the tab configuration.
2. Open the project workspace and switch to the 'Insurance' tab.
3. Pick the provider sub-tab — Owned Gear, Rental House, or Sub-Rental.
4. Review the replacement value per provider. Owned Gear sums your own fleet — including gear owned by a contact or shared from a connected crew member, not just your own units. Rental House values each line from the device catalogue when the line is linked to a catalogue device; lines with no link stay blank and fall back to the estimate you type. Sub-Rental covers your gear that is rented OUT on this project.
5. Use the export action to generate the per-project insurance PDF (e.g. to share with a broker or as a Certificate of Insurance reference).

ERPAM is a category-keyed inventory format some brokers accept for fleet submission. The Insurance page produces it as an Excel (.xlsx) workbook from your owned-gear list (filename {date}_ERPAM_Geräteliste.xlsx).

• Open the Insurance page and click the ERPAM export action — the export modal shows your gear grouped by ERPAM category.
• Custom and unknown devices are auto-mapped to the closest standard ERPAM category; you can override any mapping inline.
• Items can be included or excluded individually before generating the file.
• The download is an Excel (.xlsx) workbook — open it locally before sending to the broker to confirm the row count and values are right.

1. Sidebar → 'Insurance' → open the ERPAM export modal.
2. Browse the category tree to confirm where each item landed.
3. Use the search box to find specific items by name or serial number.
4. Adjust any auto-mappings that look wrong.
5. Select items via per-row checkbox or 'Select all' per category.
6. Click Export to generate the Excel file and download it.

International shoots typically need an ATA Carnet — a temporary import document. The dedicated ATA Carnet workflow uses the same owned-gear data to fill the customs declaration.

• The ATA Carnet workflow extracts weight, country of origin, and replacement values from each owned-gear item.
• Items not flying can be excluded per row.
• See the 'ATA Carnet Generator' help topic for the full workflow (item review, validation, export).

On a shared project, each insurance provider's settings (Owned, Rental, Sub-Rental) are locked field by field. A field shows a lock badge while another collaborator is editing it.

Enabled toggle

— Switches the provider on/off for the project.

Rate

— Provider rate (percentage or fixed, depending on mode).

Estimated value

— Project-wide insured-value assumption used for the calculation.

• These fields are locked independently per provider — owned, rental, and subrental settings have their own lock stream.