ClaimsDesk
[Company Name]
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Dashboard
Claims
Damaged items
Billing discrepancy
Employees
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Reports
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Date claimed — newest
Date claimed — oldest
Move date — newest
Move date — oldest
Highest settlement
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A–Z by customer
Z–A by customer
Most items
Fewest items
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Date claimed — to
Move date — from
Move date — to
Employee
All employees
Min settlement ($)
Max settlement ($)
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🚚 Truck incidents
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List
All time
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⚙ Filters
Default order
Settlement: high → low
Settlement: low → high
Date claimed: newest
Date claimed: oldest
Move date: newest
Move date: oldest
Most items
Fewest items
Days open: longest
Days open: shortest
Customer: A–Z
Customer: Z–A
BD reimbursed: high → low
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Export PDF
Export employee PDF
📄 Payout summary
🎫 Employee report card
Employee
All employees
Vendor
All vendors
Status
All statuses
Open
Partial
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Valuation
All valuations
Full Valuation
Minimal Valuation
None selected
Date claimed — from
Date claimed — to
Move date — from
Move date — to
Item name
All items
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Quick add claim
Sales order #
Date claimed
Customer name
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Add claim
Edit claim
Sales order #
Date claimed
Customer name
Customer email
Customer phone
Move date
Valuation type
None
Full Valuation
Minimal Valuation
Damaged items
+ Add damaged item
Billing discrepancies
+ Add billing discrepancy
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Save
Add employee
Full name
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Add employee
Add item
Item name
Category
Interior
Exterior
Other
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Add item
Add vendor
Vendor name
Contact name
Email
Phone
Specialty / item types handled
Notes
Cancel
Save vendor
Add task
Task type
Follow up with customer
Follow up with vendor
Chase invoice / payment
Request photos or documents
Internal review needed
Custom
Custom task name
Due date
Priority
High
Medium
Low
Linked claim (optional)
No claim linked
Notes
Cancel
Save task
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✓ Up to 10 users
✓ 150 active claims/month
✓ Photo & document uploads
✓ Reports & analytics
✓ Priority support
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