Dashboard Queue Workflow Hub

Main

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

Workbench

Operations workbench for quick workflow visibility across plans, inspections, claims, invoices, and payments in 4 P’s.

Pulse Monitor Queue
Total Active Work
8
Plans Active
1
Inspections Active
7
Claims Active
0
Invoices Active
0
Payments Active
0

Workbench Notes

  1. Workbench is a hands-on page for quickly seeing what parts of the workflow need attention.
  2. It combines active counts with a shared working list so you can jump straight into records.
  3. Use it when you want something between a dashboard and a queue.
  4. Use diagnostics, integrity, and relationships pages when a work item looks structurally wrong.
Area Total Active Amount
Plans 1 1 $29.99
Inspections 8 7 —
Claims 1 0 $185.00
Invoices 1 0 —
Payments 1 0 $75.00
Type ID Record Status Date Amount Open
Inspections 10 Record #10 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 9 Record #9 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 8 Record #8 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 7 Record #7 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 6 Record #6 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 5 Record #5 in_progress Apr 10, 2026 12:00 AM — Open
Inspections 4 Record #4 in_progress Apr 10, 2026 12:00 AM — Open
Plans 1 4 P’s Standard Protection Plan active Mar 24, 2026 10:06 PM $29.99 Open