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Claims Management Form

Field NameTypeLinked Form / ModuleNotes
Commentsinternal subform
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Claim Notes

Field NameTypeLinked Form / ModuleNotes
Claim_Notes1textarea
Last_Notestextarea
Last_Note_Entered_Datedate
days_since_last_file_notenumber
rd_Party_Notestextarea

Claim Details

Field NameTypeLinked Form / ModuleNotes
Preferred_LanguagepicklistLanguage
File_Number (unique)textPrivate field
File_Number1textSeparate free-text field, distinct from the unique File_Number above
Field_NametextPrivate field
Namename (composite: prefix, first_name, last_name, suffix)Prefix and Suffix subfields are hidden; personal data field
Claim_FormpicklistClaim_Form (↔ Claims_Management_Form)Private field
Actionstep_Matter_ID (unique)textPrivate field
Offer_Details1picklistOffer_Details (↔ Claims_Management_Form)
File_Handler_CMpicklistUsers (built-in)Personal data field; record owner field for this form
Claim_TypepicklistValues: Rental Only / Repair Only / Repair & Rental / Towing/Storage Only / Towing/Storage + Rental / Storage Only / Towing + Repair / Towing + Repair + Rental / Repair Only / Free Rental / Repair Only IITR/Crash Collab / Towing/Storage + Free Rental / Rental Only IITR/Crash Collab / Free Rental Only
Reason_for_Claim_Type_Changetextarea
Customer_Registrationtext
StagepicklistValues: New Booking / New Claim / On Hire / In Repairs / Recovery / Litigation / Hearing / Settled / Remitted / Withdrawn/Closed / Cancel / Rejected / Cancelled / On Hire / Rejected / On Hire; allows custom "other" value
StatuspicklistValues: Pending / Pending Further Review / Cancel / Declined / Rejected / Validated / Cancelled / On Hire / Rejected / On Hire; default: Pending; allows custom "other" value
Validatedcheckbox
Date_Validateddate
Cancel_Datedate
Claim_Cancelled_Bytext
Reason_for_Cancellation_Rejectiontextarea
Date_Accepted_DeclineddateDisplayname "Date Repair Sent to Recovery Agent" — field ID doesn't match
Date_Rental_Sent_to_Recovery_AgentdateShares the same displayname as Date_Accepted_Declined above — separate fields
LiabilitypicklistValues: Pending / Accepted / Dispute / At Fault / Quantum Dispute; allows custom "other" value
Date_liability_Accepteddate
Liability_Confirmed_by_Recovery_AgentpicklistValues: Confirm Liability / Consistency of Damage Issue / Liability Dispute / No Insurance / Quantum Dispute; allows custom "other" value
How_was_liability_confirmtextarea
Proof_Previously_Done_Invoiceupload file
Return_Booking_Datedate

Quote Fees

Field NameTypeLinked Form / ModuleNotes
Quoter1picklistAdd_Quoter
Date_Sent_for_Quotedate
QuoterpicklistUsers (built-in)Personal data field
Quoter_FeesAUD (currency)Private field
Quoteupload file
Repair_Quoteimage
Date_Repair_Quote_Uploadeddate
Quote_Completed_Datedate
Quoted_ValueAUD (currency)
Quote_Reference_Numbertext
Quote_StatuspicklistValues: Pending / Completed; default: Pending
Quoter_InvoicepicklistQuoter_Invoice (↔ Claims_Management_Form_Records)
Show_Quote_SectionpicklistValues: Yes / No; private field

Assessor Fees

Field NameTypeLinked Form / ModuleNotes
AssessorpicklistAdd_Assessor
Assessor_UserpicklistUsers (built-in)Personal data field
Assessment_FeeAUD (currency)Default: 0
Assessment_ValueAUD (currency)
Assessment_GST_ComponentAUD (currency)Private field
Assessment_Value_Ex_GSTAUD (currency)
Date_Sent_for_Assessingdate
Assessment_Datedate
CBR_AssessorpicklistAdd_Assessor
CBR_Authorised_to_CrashclaimpicklistValues: Yes / No
CBR_Authorised_to_Crashclaim_Datedate
CBR_Authorised_AmountAUD (currency)
CBR_Settlement_TypepicklistValues: CBR Factored / CBR Invoiced / CBR Cash Settlement
CBR_Authorised_FactoredpicklistValues: Yes / No / Choice 3
CBR_Date_Factoreddate
CBR_Amount_FactoredAUD (currency)
CBR_Authorised_and_InvoicedpicklistValues: Authorised / Authorised & PRI Completed / Authorised & Invoiced
CBR_Date_Authoriseddate
CBR_Amount_AuthAUD (currency)
CBR_Cash_SettledpicklistValues: Yes / No
CBR_Cash_Settle_Datedate
CBR_Cash_Settle_AmountAUD (currency)
Assessmentupload file
Assessment_Reportimage
Assessment_Reference_Numbertext
Assessment_StatuspicklistValues: Pending / Sent for Review / Completed; default: Pending
Show_Assessment_SectionpicklistValues: Yes / No; private field
Assessor_InvoicepicklistAssessor_Invoice (↔ Claims_Management_Form_Records)

Tow Fees

Field NameTypeLinked Form / ModuleNotes
Tow_OperatorpicklistTow_Operator
Tow_FeeAUD (currency)Default: 0
Tow_Fee_Invoiceimage

Car Rental Fees

Field NameTypeLinked Form / ModuleNotes
Rental_Start_Date_Timedatetime
Rental_End_Date_Timedatetime
Hire_StatuspicklistValues: Pending / On Hire / Off Hire / Reserved / Booked / In Repairs (Repair Only) / Returned to Client (Repair Only) / Collected from Client; allows custom "other" value
Date_Job_Starteddate
Rental_DaysformulaDays between Rental_Start_Date_Time and Rental_End_Date_Time (or today, if end is blank), +1
New_Rental_Daysnumber
Cumulative_Hire_Daysnumber
Rental_Vehicle_RegistrationtextPrivate field
Daily_RateAUD (currency)Private field
Daily_Rate_TotalAUD (currency)Private field
Excess_ReductionAUD (currency)Default: 30; private field
AdministrationAUD (currency)Default: 5; private field
Registration_Recovery_FeeAUD (currency)Default: 5; private field
Delivery_Collection_FeeAUD (currency)Default: 200; private field
Additional_Driver_FeeAUD (currency)Private field
Under_Age_FeeAUD (currency)Private field
Child_Seat_FeeAUD (currency)Private field
Sanitisation_FeeAUD (currency)Default: 50; private field
Total_Rental_Charge_Ex_GSTAUD (currency)Default: 0; private field
Rental_Charge_GSTAUD (currency)Default: 0; private field
Total_Rental_Charge_Inc_GSTAUD (currency)Default: 0; private field

Repair Details

Internal section ID: Repair_Fees.

Field NameTypeLinked Form / ModuleNotes
Repairer_UserpicklistUsers (built-in)Personal data field
RepairerpicklistRepairers (filtered: Repairer_Active == "Yes")
Repair_StatuspicklistValues: Pending / In Repairs / Completed / Total Loss; default: Pending
Customer_Vehicle_StatuspicklistValues: Pending Collection From Client / On Site - Crash Claim / In Repairs / Returned To Client / Tow Yard / At Cleaning Service / Purchased by Crash Claim / Returned to Insurer / Returned by Client for Rectification / Awaiting PRI / Awaiting Parts - Crash Claim / Awaiting Parts - Backordered / Awaiting Parts - Repairer / Mechanical Issue / Awaiting Payment / Mechanical Service / Safety Check; default: Pending Collection From Client
Recto_ETAdate
Customer_Vehicle_Location_Typepicklistlogistics_app.Locations
Location_Sub_Locationpicklistlogistics_app.Location_Sub_Location_V1 (filtered: matches selected Customer_Vehicle_Location_Type)
Other_Locationtext
Repair_Status_Notestextarea
Date_Received_from_Clientdate
Date_Sent_to_Repairerdate
Date_Repair_Completeddate
Repair_DaysformulaDays between Date_Received_from_Client and Date_Repair_Completed (or today, if blank), +1; hidden field
New_Repair_Daysnumber
Repair_ETAdate
Repairer_Cost_Invoiceimage
Date_Repairer_Invoice_Uploaded1date
Repair_CostAUD (currency)
Date_Repairer_Invoice_Uploadeddate
Repairer_Invoice_Numbertext
Repairer_Cost_Invoice_Numbertext
Parts_CostAUD (currency)
Payment_Datedate
Payment_MethodpicklistValues: CASH / EFT / AMEX / hoice 3 (sic) / CHEQUE / MONEYTECH; allows custom "other" value
Repair_Invoiceupload file
Repairer_Tax_Invoiceimage
Repair_DemandsAUD (currency)Default: 0
Is_Claim_Factoredcheckbox
Show_Repair_SectionpicklistValues: Yes / No; private field

Rectification Details

Internal section ID: Recoto_Details. Duplicates the shape of "Repair Details" above for a second repair pass.

Field NameTypeLinked Form / ModuleNotes
Repairer_User1picklistUsers (built-in)Personal data field
Repairer1picklistRepairersUnfiltered — unlike Repairer above, this isn't restricted to active repairers
Repair_Status1picklistValues: Pending / In Repairs / Completed / Total Loss
Customer_Vehicle_Status1picklistValues: Pending Collection From Client / On Site - Crash Claim / On Site - Repairer / Returned To Client / Tow Yard
Date_Sent_To_Repairer_Rectificationdate
Date_Sent_For_RepairdateDisplayname "Date Received from Client" — field ID doesn't match
Date_Repair_Completed_Rectdate
Repair_Days_Rectnumber
Repair_ETA1date

Other Fees

Field NameTypeLinked Form / ModuleNotes
Other_Fees_Descriptiontextarea
Other_Fees1AUD (currency)Default: 0
Other_Fees_Invoiceupload file

Total Demands

Field NameTypeLinked Form / ModuleNotes
Total_Demands1AUD (currency)

(unnamed section, row 12)

Field NameTypeLinked Form / ModuleNotes
Refresh_ScreenpicklistValues: Yes / No; private field

Double validation

Field NameTypeLinked Form / ModuleNotes
Double_ValidatedpicklistValues: Yes / No
Double_Validated_By1picklistUser
Double_validation_Notestextarea
Date_Double_Validateddate
Show_Reasoncheckbox
Double_Validate_Reasontextarea
Show_double_validation_sectionpicklistValues: Yes / No; private field
Have_Policy_Obs_been_metpicklistValues: Yes / No
Last_Claims_Handler_Notetextarea

Internal section ID: Validations (no displayname set).

Field NameTypeLinked Form / ModuleNotes
ValidatorpicklistUser
Validation_Follow_Up_Date_TimedatetimeDefault: current time
Validator_Notestextarea
File_AgeformulaDays between Added_Time and today; hidden field
Validation_Liability_StatuspicklistValues: Indemnity under review / In Review / Awaiting TP to lodge claim / TP not insured / TP not responsive / TP Disputing Liability / TPI Disputing Liability / Total Loss Awaiting document / Liability Accepted; allows custom "other" value
Validation_StatuspicklistValues: TP Requested Quote / Awaiting Dashcam / Quote Sent to TP / Pending Active Policy / Active Policy Confirmed / Pending CRN / V&D Requested / V&D Sent; allows custom "other" value

RFQ Details

Field NameTypeLinked Form / ModuleNotes
RFQ_StatuspicklistValues: Received / Pending
RFQ_Datedate
Show_RFQ_SectionpicklistValues: Yes / No; private field

Cleaning Service

Field NameTypeLinked Form / ModuleNotes
Cleaning_Service_Namepicklistlogistics_app.Cleaning_Service
Cleaning_Service_Status1picklistValues: In Service / Service Completed / Service Not Completed
Date_Sent_to_Cleaning_Service1datetime
Date_for_Service_Completeddatetime
Cleaning_Service_Issuetextarea
Add_Quick_LeadpicklistAdd_Quick_Lead

Additional Repairs / Issues

Field NameTypeLinked Form / ModuleNotes
New_Job_Images_Additional_RepairspicklistNew_Job_Images_Additional_Repairs
Electricalcheckbox
Wheel_Repairscheckbox
Electrical_Sub_OptionslistMulti-select. Values: Wing Mirrors / Windows / Sensors / Cameras
Number_Plate_OptionspicklistValues: Front / Back / Both
Wheel_Alignmentcheckbox
Mechanicalcheckbox
Mechanical_Sub_Options1listMulti-select. Values: Warning Light / Suspension / Radiator. Note: source list also contains malformed leftover entries (raw label/value object literals) that should be cleaned up in Zoho
Decalcheckbox
Decal_Options1listMulti-select. Values: Wrapping / Business Stickers / Carbon Fibre
Who_is_doing_the_Decal_RepairspicklistValues: Crash Claim / Client
Glass_Repairscheckbox
Glass_Repairs_OptionspicklistValues: Urgent / None Urgent
Number_Platecheckbox
Hub_Capscheckbox
Hub_Cap_OptionspicklistValues: After Market / Original
Hub_Cap_Order_OptionspicklistValues: 1 / 2 / 3 / 4
Issue_Logged_BypicklistUser
Issue_Logged_Date_and_Timedatetime
BOSpicklistValues: Yes / No / TBC
Number_Plate_Receiptimage
Red_FlagpicklistValues: Yes / No
Number_Plate_File_Receiptupload file
Otherscheckbox
Other_Issue_Notestextarea

Mechanical Issue

Internal section ID: Mechanical_Issue. In the live UI this single section boundary covers all fields below through the end of "System" — a broad grab-bag of unrelated sub-topics (parts lists, quality control, bookings, PRI, holds, decal/artwork, baby seats, towing) rather than just mechanical issues.

Field NameTypeLinked Form / ModuleNotes
Mechanical_Issue_StatuspicklistValues: Issue Raised / Issue Resolved
Mechanical_Wheel_Issuecheckbox
Issue_Raised_Date_and_Timedatetime
Issue_Notestextarea
Issue_Resolved_Date_and_Timedatetime
Issue_Raised_BypicklistUser
Issue_Resolved_BypicklistUser
What_did_you_do_to_fix_ittextarea
What_parts_are_neededtextarea
Upate_ActionpicklistValues: Fixed on the spot / Order Parts
File_Summary_Notetextarea
Tow_File_Summary_Notetextarea
Photographed_Uploaded_oldpicklistValues: Yes / No
Parts_List_Purchasetextarea
Date_Parts_List_Purchase_updateddate
Parts_List_Repairabletextarea
Date_Parts_List_Repairable_Updateddate
Parts_list_Purchase_Uploadedcheckbox
Repairable_Parts_List_Uploadedcheckbox
Parts_Lists_StatuspicklistValues: Pending / Completed
PRI_Quality_Controlcheckbox
Claw_Back_ValueAUD (currency)
Quality_Control_IssuespicklistQuality_Control_Issues
Quality_Control_ActionpicklistValues: Send for Rectification / Send Back to Client
Safety_Check_IssuespicklistSafety_Check_Issues
Car_Wash_StatuspicklistSingle-option list — only value: Completed
Booking_Task_Notestextarea
Bookings_Due_Datedate
Bookings_Follow_Up_Date1datetimeShares the same displayname as Bookings_Follow_Up_Date below — separate fields
Bookings_Follow_Up_Datedate
Driver_License_Front_Existscheckbox
Claim_Form_Date_CreatedpicklistClaim_FormDisplays the linked Claim Form's Date_Created value
Is_Claim_AcceptedpicklistClaim_FormDisplays the linked Claim Form's Is_Claim_Accepted value
Ready_for_DeliverypicklistValues: Yes / No

System

Field NameTypeLinked Form / ModuleNotes
Update_Follow_Up_Date_Notestextarea
On_Hold_Notestextarea
Client_Vehicle_Drop_of_Locationpicklistlogistics_app.Client_Vehicle_Drop_of_Location
Customer_Odonumber
Date_of_Valuationdate
Vehicle_Registration_Statetext
Vehicle_Colourtext
Vehicle_IDtext
Retail_ValueAUD (currency)
Trade_In_ValueAUD (currency)
Parts_Assessment_StatuspicklistValues: New / Completed
Parts_Tender_StatuspicklistValues: New / Completed
Parts_Assessment_Completed_Datedate
Parts_Tender_Completed_Datedate
Order_Parts_Approved_Datedate
Wheel_Alignmet_Assessment_Reportimage
Wheel_Alignment_Assessment_Date_and_timedatetime
Wheel_Alignment_Assesement_Uploaded_BypicklistUser
Repair_type_completedpicklistValues: Wheel Alignment / Tyres
Five_Star_Tyres_How_Many_Tyres_Were_ReplacedpicklistValues: 1 / 2 / 3 / 4 / 5
User_who_completed_the_submission_5_Star_Repair_CompletionpicklistUser
Emily_Notestextarea
Is_All_repairs_issues_CompletedpicklistValues: Yes / No
Tow_Booking_Requested_Datedatetime
Tow_Booking_Completed_Datedatetime
Quoter_Assigned_TopicklistUser (filtered: Email == "shane.dias@crashclaim.com.au")Hardcoded to a specific user
Red_Flag_Accepted_Date_and_Timedatetime
Assessor_Assigned_TopicklistUser (filtered: Email == "shane.dias@crashclaim.com.au")Hardcoded to a specific user, same as Quoter_Assigned_To above
Safety_Check_CompletedpicklistValues: Yes / No
Quality_Check_StatuspicklistValues: Repairs Completed / Quality Check Completed / QC Issue Raised / QC Issue Completed / Car Wash Requested; allows custom "other" value
Safety_Check_Issue_StatuspicklistValues: Repairs Completed / Safety Check Issue Raised / Safety Check Issue Completed / Safety Check Completed
Book_DeliverypicklistBook_Delivery
Red_Flag_Job_Message_IDtext
Cliq_Assign_Job_QuotepicklistCliq_Assign_Job_Quote
CCR_PRI_StatusespicklistValues: CCR – PRI Delivery Stopped / CCR – PRI Rectification / CCR – PRI Requested / CCR – PRI Reminder / CCR – PRI Reminder 2 / CCR – PRI No Response / CCR – PRI Booked / CCR – PRI Completed / CCR – PRI Reminder 3
CCR_PRI_Requested_Timedatetime
CCR_PRI_Reminder_1datetime
CCR_PRI_Reminder_2datetime
CCR_PRI_Reminder_3datetime
CCR_PRI_Requested_BypicklistUser
PRI_Quality_Control_ActionpicklistValues: Approved / Recto
QC_outcome_Approve_notestextarea
Ready_for_PRIcheckbox
Order_PartspicklistValues: Yes / No / Cancel
New_job_images_channel_message_idtext
Pre_Repair_Inspection_Completed_Datedate
Wheel_Alignment_logspicklistWheel_Alignment_logs (↔ Claims_Management_Form)
Wheel_Alignment_InvoicepicklistWheel_Alignment_Invoice (↔ Claims_Management_Form_Records)
What_service_was_carried_outpicklistValues: Wheel Alignment / Tyres / Wheels / Other
How_many_have_been_repaired_replacedpicklistValues: 1 / 2 / 3 / 4 / 5
Explain_the_work_carried_outtextarea
Pre_Repair_ProcesspicklistValues: Yes / No
Pre_Repair_StatuspicklistValues: Completed / Not Completed
Pre_Repair_Inspection_Location_HQ_Newpicklistlogistics_app.Location_Sub_Location_V1 (filtered: Location_Type.Place_Name == "Crash Claim HQ")
Pre_Repair_Inspection_Location_HQpicklistlogistics_app.Crash_Claim_HQ
Pre_Repair_Inspection_LocationpicklistValues: Yes / No / Park Road; default: Yes; allows custom "other" value
Pre_Repair_Inspection_Location1textShares the same displayname as the picklist Pre_Repair_Inspection_Location above — separate fields
Quoter_Assigned_Datedate
Quoter_Assigned_By1picklistUser
Customer_Vehicle_Location_Texttext
Put_Red_Flag_Job_on_HoldpicklistValues: Yes / No
On_Hold_StatuspicklistValues: On Hold / Remove Hold; allows custom "other" value
Put_the_Repairs_on_HoldpicklistValues: Yes / No
Hold_on_Location_Typepicklistlogistics_app.Locations
Hold_On_Sub_Location_Namepicklistlogistics_app.Location_Sub_Location_V1 (filtered: matches selected Hold_on_Location_Type)
Hold_On_Cleaning_Servicepicklistlogistics_app.Cleaning_Service
Hold_on_RepairerpicklistRepairers
Hold_On_Crash_Claim_HQpicklistlogistics_app.Crash_Claim_HQ
Hold_On_Internal_Mechanicalpicklistlogistics_app.Internal_Mechanical_locations
Hold_On_Other_Locationtext
Hold_On_Customer_Vehiclepicklistlogistics_app.Customer_Vehicle_Locations
Hold_On_Tyrespicklistlogistics_app.Location_Sub_locations (filtered: Locations.Place_Name == "Tyres")
Hold_On_Decalpicklistlogistics_app.Location_Sub_locations (filtered: Locations.Place_Name == "Decal")
On_Hold_Reasontextarea
Double_Validated_By_EmailemailPersonal data field
Double_Validated_BypicklistUsers (built-in)Personal data field
Cancellation_Reasontextarea
PRI_StatuspicklistValues: PRI Requested / PRI Booked / PRI Awaiting Client Contact / PRI Rescheduled / PRI Completed / PRI Cancelled
PRI_RequesterpicklistUser
Red_flag_date_and_timedatetime
Approve_Repairer_Datedatetime
Are_we_able_to_repair_the_decalpicklistValues: Yes / No
Artwork_neededpicklistValues: Yes / No
Do_we_have_the_artwork_to_repair_the_decalpicklistValues: Yes / No
Upload_Artworkupload file
Decal_repair_being_done_by_Crash_ClaimpicklistValues: Yes / No
Approved_Repair_ByemailPersonal data field
Upload_Completioncheckbox
Upload_completion_date_and_timedate
Images_Completed_BypicklistUser
Is_Vehicle_Total_LosspicklistValues: Yes / No
Why_is_the_vehicle_deemed_a_Total_Losstextarea
Approve_Repaircheckbox
PRI_Requester_Email1emailPersonal data field
Additional_ServicepicklistAdditional_Service_s
Parts_MovementpicklistParts_Movement
Booking_Date_and_Timedatetime
Is_Baby_Seat_RequiredradiobuttonsValues: Yes / No; allows custom "other" value
Which_company_will_be_installing_the_baby_seatpicklistlogistics_app.Baby_Seat_Company
How_many_child_seats_need_to_be_installedpicklistValues: 1 / 2 / 3 / 4
Age_of_Child_1picklistValues: 0–6 months / 7–11 months / 1–3 years / 4–7 years
Age_of_Child_2picklistValues: 0–6 months / 7–11 months / 1–3 years / 4–7 years
Age_of_Child_3picklistValues: 0–6 months / 7–11 months / 1–3 years / 4–7 years
Age_of_Child_4picklistValues: 0–6 months / 7–11 months / 1–3 years / 4–7 years
Order_Parts_Availablecheckbox
Why_is_this_job_no_longer_a_red_flagtextarea
Rental_Only_File_Summarytextarea
Towing_Authorisationimage
Towing_Authority_Nonumber
Reason_For_Towing_multiselectlistMulti-select. Values: Wheel Alignment / Damage / Engine Issue / Fluids Leaking / Lights / Indicator Not Working / Dashboard Warning Lights On / Mechanical Issue / Broken Mirror / Glass / Chassis Damage / Airbags Deployed / Safety Issue / Unsecured / Loose Body Panels / Smell / Fumes / Other (Please Specify)
Towing_Reasontextarea
Previous_StagepicklistSame values as Stage above
Previous_StatuspicklistSame values as Status above
Location_Repair_ShoppicklistRepairers (filtered: Repairer_Active == "Yes")
Location_Crash_Claimpicklistlogistics_app.Crash_Claim_HQ
Location_Cleaning_Servicepicklistlogistics_app.Cleaning_Service
Location_Internal_mechanicalpicklistlogistics_app.Internal_Mechanical_locations
Location_Customer_Vehiclepicklistlogistics_app.Customer_Vehicle_Locations
Location_Tyrespicklistlogistics_app.Location_Sub_locations (filtered: Locations.Place_Name == "Tyres")
Location_Decalpicklistlogistics_app.Location_Sub_locations (filtered: Locations.Place_Name == "Decal")
Build_date_olddate
Build_MonthpicklistValues: January / February / March / April / May / June / July / August / September / October / November / December
Build_Yearnumber
Build_Datetext
I_Body_Reftext

Section

Internal section ID: Section1. No fields are currently placed in this section (likely legacy/unused).