Dashboard Queue Workflow Hub

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Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

Workflow Tools

Search Open Items Recent Activity Aging Exceptions Financial Exposure Reconciliation Integrity Export Filters

Rollout

Rollout Room Command Center Readiness Status Review Summary

Coverage

Coverage-style overview of plans, claims, inspections, invoices, and payments across the 4 P’s workflow.

Integrity Relationships Reports
Plans
1
Claims
1
Inspections
8
Invoices
1
Payments
1
Claim Total
$0.00
Invoice Total
$75.00
Payment Total
$75.00

Coverage Notes

  1. Coverage is a workflow-level view, not just a financial report.
  2. A strong coverage chain usually means plans, inspections, claims, invoices, and payments are all connected cleanly.
  3. If coverage looks weak, check relationships.php and integrity.php to find where records are breaking apart.
  4. Use this page after imports or large edits to make sure business flow coverage still looks complete.

Coverage Checks

Coverage Area Linked Total Status
Claims linked to plans 1 1 Strong
Claims linked to inspections 1 1 Strong
Claims linked to properties 1 1 Strong
Invoices linked to claims 1 1 Strong
Invoices linked to properties 1 1 Strong
Payments linked to invoices 1 1 Strong

Recent Claims

ID Claim Status Date
1 CLM-1001 approved Mar 24, 2026 10:14 PM

Recent Invoices

ID Invoice Status Date Total
1 INV-1001 paid Mar 24, 2026 10:19 PM $75.00