Dashboard Queue Workflow Hub

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Dashboard Queue Workflow Hub

Core Records

Customers Properties Plans Inspections Claims Invoices Payments

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Rollout

Rollout Room Command Center Readiness Status Review Summary

Imports

Review import-ready datasets, file placement guidance, table readiness, and pre-import checks for 4 P’s.

Exports Audit System Status
Customers
1
Properties
1
Plans
1
Inspections
8
Claims
1
Invoices
1
Payments
1
Customers Properties Plans Inspections Claims Invoices Payments

Claims Required Checks

Expected Column(s) Resolved Column Status
customer_id / client_id customer_id OK
property_id / home_id property_id OK
claim_number / title / name / reference_no claim_number OK

Claims Optional Checks

Optional Column(s) Resolved Column Status
plan_id plan_id Found
inspection_id inspection_id Found
status / claim_status claim_status Found
claim_amount / amount / claimed_amount Not found Missing

Import Rules

  1. Put imported PHP pages in the same main 4 P’s folder as your other app pages unless paths are intentionally rewritten.
  2. Verify the destination table exists before attempting any import routine.
  3. Prefer stable IDs for related records, especially customer_id, property_id, plan_id, inspection_id, claim_id, and invoice_id.
  4. Check required columns first, then optional columns, before importing batches.
  5. Back up your database before running large imports.
  6. Use system-status.php and audit.php after imports to confirm the data chain is complete.

Claims Preview

claims
ID Title / Reference Status Date
1 CLM-1001 approved