CrashClaim Workflows
This section documents the end-to-end operational workflows used across CrashClaim's accident management processes.
Dashboards
| Dashboard | Description |
|---|---|
| Incomplete Workflow Dashboard | Panel-by-panel criteria for movements whose workflow hasn't started or completed, across all flow types |
| New Files Dashboard | Panel-by-panel criteria for claims awaiting photos, quoting, assessment, repair, and recovery steps |
| Management Dashboard | Company-wide and per-firm recovery, settlement, and litigation panels, plus a recovery-firm breakdown table |
| ↳ Management Dashboard SOC | "Matters in Court" litigation-stage bucket criteria (Awaiting Defence, PTC, Defence Call Over, Listed for Hearing, DJ, Enforcement, Others) and the combined SOC total |
| ↳ Management Dashboard – Discrepancies | Known data-quality issues in the Status field feeding the SOC buckets — duplicate fields, unmapped values, missing hearing dates, and more |
| Parts Dashboard | Panel-by-panel criteria for parts assessment, tendering, ordering, delivery, and credit tracking |
| Crash Claim Assist Tow Dashboard | Panel-by-panel criteria for Crashclaim Assist Towing job status, recovery financials, and outstanding age bands |
| RMS Dashboard | Panel-by-panel criteria for RMS Request volume by status — Master, Pending, Completed, and Cancelled |
Process Flows
| Workflow | Description |
|---|---|
| Rectification Flow | Rectification Request → approval/rejection → Active Rectification → Job History → booking the Recto/PRI movement |
| ↳ Rectification Dashboard | Active Rectification backlog panels by age band (7/14/30 days), plus a pivot table |
Integrations
| Workflow | Description |
|---|---|
| ACH Leads Integration | Automated intake of Accident Claims Helpline leads: email → Zoho Flow → Claude AI extraction → ACH Lead → Claim Form |
| ACH Lead Performance Dashboard | Design for replacing the Google Sheets monthly ACH lead report — volume, outcomes, claim-type mix, and conversion (for Nick) |
Invoice Extraction
AI-powered document extraction workflows for supplier invoices and parts assessments:
| Workflow | Description |
|---|---|
| Invoice Extraction Process | Bulk PDF invoice processing: download → split → extract with Claude Vision → match to POs → create records |
| PO PDF Extraction | PO Cost Price Report extraction: PDF → Claude AI → structured parts pricing data |
| Parts Assessment Extraction | Parts and Sublet List extraction: PDF → images → Claude Vision → repair assessment data |
How to Use This Section
Each workflow document includes:
- Process diagram — visual overview of steps
- Responsible roles — who owns each step
- System touchpoints — which tools are used (Zoho CRM, etc.)
- Escalation paths — what to do when exceptions occur
info
Workflow documents are maintained by the operations team. For updates or corrections, contact your team lead.