Crash Claim Assist Tow Dashboard
Overview
This dashboard gives a snapshot of towing jobs and recovery amounts for Crashclaim Assist Towing — from the moment a tow is logged, through storage and invoicing, to the money being chased from the at-fault party.
It's built from two record types:
- Tow Job Log — the operational record of the tow itself (requested → in storage → completed → invoiced).
- Demands — the money owed by the at-fault party once a tow job has been invoiced. All panels here are filtered to demand type "Towing/Storage."
Each panel below has a plain-English description of what it counts, followed by the exact filter logic behind it (in a code block) for anyone who needs to verify or troubleshoot it.
Job Status Panels
These four panels track a tow job from start to finish.
1. Pending Storage Completion
Tow jobs that are still open — either currently in progress, or in storage with demands already sent but the storage period not yet closed out.
Status = "Current"
OR Status = "Demands Sent – Ongoing Storage"
Clicking this tile opens: the Pending Storage Completion list.
2. Awaiting Invoice Approval
Jobs that are finished but haven't had an invoice raised yet.
Status = "Completed"
AND Invoice Raised Date = empty
Clicking this tile opens: the Completed – Awaiting Invoice Approval list.
3. Awaiting Invoice Approval (with CRN)
Same as above, but narrowed to jobs where a Claim Reference Number (CRN) from the at-fault insurer is already on file — meaning invoicing can happen straight away.
Status = "Completed"
AND Invoice Raised Date = empty
AND At-Fault Party Claim Number is not empty
Clicking this tile opens: the "Awaiting Invoice Approval with TP Claim Number" report.
4. Completed – Sent to Recovery
Jobs that are done and have moved into recovery.
Status = "Completed"
OR Status = "Completed - Demands Sent" AND Invoice Raised Date is not empty)
Clicking this tile opens: the Completed – Sent to Recovery list.
:::warning Worth double-checking Because of how the AND/OR is grouped, every job with Status = "Completed" is counted here — even ones without an invoice date. Only the "Completed - Demands Sent" status actually requires an invoice date. If the intent was "only count completed jobs that have been invoiced," this logic doesn't quite do that yet. :::
Recovery Amount Panels
These panels total up what's owed and what's been claimed for Crashclaim Assist Towing jobs specifically.
5. CC Assist Active Claims
The number of active recovery claims currently open for Crashclaim Assist Towing.
This is a preset system value rather than a manual filter.
Clicking this tile opens: the Active Recoveries report, filtered to Tow Operator = Crashclaim Assist Towing.
6. Towing Amount
The total towing fee across all active, unsettled Crashclaim Assist Towing demands.
Demand is Enabled
AND Demand Type = "Towing/Storage"
AND Tow Operator = Crashclaim Assist Towing
AND Status is not "Cancel", "Settled", or "Remitted"
AND Date Settled = empty
Value shown: sum of the Towing Fee field.
7. StorageAmount
The total storage fee across the same set of demands as Towing Amount above.
Demand is Enabled
AND Demand Type = "Towing/Storage"
AND Tow Operator = Crashclaim Assist Towing
AND Status is not "Cancel", "Settled", or "Remitted"
AND Date Settled = empty
Value shown: sum of the Storage Fee field.
8. Total Outstanding
The full amount still owed across all active Crashclaim Assist Towing demands — effectively Towing Amount + StorageAmount + any other fee components.
Demand is Enabled
AND Demand Type = "Towing/Storage"
AND Tow Operator = Crashclaim Assist Towing
AND Status is not "Cancel", "Settled", or "Remitted"
AND Date Settled = empty
Value shown: sum of the total Demand Value field.
9. Demands Not Sent
Money that's owed but where a formal Letter of Demand hasn't been sent to the at-fault party yet.
Demand is Enabled
AND Demand Type = "Towing/Storage"
AND Tow Operator = Crashclaim Assist Towing
AND Status is not "Cancel", "Settled", or "Remitted"
AND Date Settled = empty
AND Letter of Demand Date = empty
Clicking this tile opens: the Active Recoveries report, pre-filtered for demands with no letter sent.
10. Demands with $0
Intended to show external tow demands where the amount claimed is $0.
Demand is Enabled
AND Demand Type = "Towing/Storage"
AND Driver Type = "External"
AND Status is not "Cancel"
AND Status is not "Cancel", "Closed", "Settled", or "Remitted"
Clicking this tile opens: the Active Recoveries report, filtered to Demand Value = $0.00.
Outstanding by Age
These three panels split outstanding demand value into "how long since the Letter of Demand was sent" buckets.
11. Outstanding 0 – 30 Days
Demand is Enabled
AND Status is not "Cancel"
AND Date Settled = empty
AND Tow Operator = Crashclaim Assist Towing
AND Demand Type = "Towing/Storage"
AND Status is not "Cancel", "Settled", or "Remitted"
AND Letter of Demand Date is within the last 30 days
Value shown: sum of Demand Value.
12. Outstanding 31 – 60 Days
Demand is Enabled
AND Date Settled = empty
AND Demand Type = "Towing/Storage"
AND Tow Operator = Crashclaim Assist Towing
AND Status is not "Cancel", "Settled", or "Remitted"
AND Letter of Demand Date is between 30 and 90 days ago
Value shown: sum of Demand Value.
:::warning Label doesn't match the actual date range This tile is labelled "31 – 60 Days" but the filter behind it actually covers 30 to 90 days. Worth confirming which one is correct — the label or the filter. :::
13. Outstanding > 60 Days
Demand is Enabled
AND Date Settled = empty
AND Demand Type = "Towing/Storage"
AND Tow Operator = Crashclaim Assist Towing
AND Status is not "Cancel", "Settled", or "Remitted"
AND Letter of Demand Date is more than 60 days ago
Value shown: sum of Demand Value.
:::warning Possible overlap with the panel above Because this panel has no upper limit and the "31 – 60 Days" panel actually reaches out to 90 days, a demand sitting at 61–90 days could be counted in both tiles at once. :::
External Tow Panels
These cover tows carried out by external (non-Crashclaim Assist) drivers, across all tow operators — not just Crashclaim Assist Towing.
14. Count of External Tows
Demand is Enabled
AND Demand Type = "Towing/Storage"
AND Driver Type = "External"
AND Status is not "Cancel"
AND Status is not "Cancel", "Closed", "Settled", or "Remitted"
Clicking this tile opens: the Active Recoveries report, filtered to Driver Type = External.
15. $ for External Tows
Demand is Enabled
AND Demand Type = "Towing/Storage"
AND Driver Type = "External"
AND Status is not "Cancel", "Settled", or "Remitted"
AND Date Settled = empty
Value shown: sum of Demand Value. Clicking this tile opens: the Active Recoveries report, filtered to Driver Type = External.
:::info Slightly different filter than the Count tile above This panel doesn't exclude "Closed" demands the way the Count tile does, but it does add "Date Settled = empty," which the Count tile doesn't have. So the dollar total and the count above it aren't guaranteed to be describing the exact same set of records. :::
Completion Panels
16. Towing Completed This Week
(Tow date falls within this week AND Status = "Completed")
OR Status = "Completed - Demands Sent"
Clicking this tile opens: the Towing Completed This Week report.
:::warning Worth double-checking As grouped, any job with status "Completed - Demands Sent" is counted here regardless of when the tow happened — even from previous weeks. :::
17. Towing Completed This Month
(Tow date falls within this month AND Status = "Completed")
OR Status = "Completed - Demands Sent"
Clicking this tile opens: the Towing Completed This Month report.
:::warning Worth double-checking Same issue as the weekly panel above — "Completed - Demands Sent" jobs count regardless of month. :::