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The Claim Detail Screen

The claim detail screen is the heart of Claimory. It is the full workspace for a single car, with the customer, the money, the timeline, the files, the messages, and the AI audit all in one place.

Step 1
1
Read the header at a glance
The top of the screen shows the claim number (click to copy it for adjuster emails), the vehicle location selector, flag chips, and the customer and vehicle and insurance cards. A financial summary strip shows Parts, Labor, Total Cost, and Total Profit.
app.claimory.io/claims
Step 2
2
Activity: the timeline
The Activity tab is the running history of the claim: notes, phone calls, emails, issues, and customer and insurance updates. Status changes and payments appear here automatically. You can pin important notes and filter the timeline.
app.claimory.io/claims
Step 3
3
Files: photos and documents
The Files tab is where teardown photos and documents live. Images are compressed automatically when a claim closes so storage stays lean.
app.claimory.io/claims
Step 4
4
Financials: the money tab
The Financials tab holds the supplement tracker and the Add Entry menu: Add Cost or Parts, Create Invoice, Invoice the deductible, Log Labor, and Log Payment. Toggle Show Financial Intelligence to reveal the estimate breakdown and estimate-versus-actuals.
app.claimory.io/claims
Step 5
5
Emails and Tasks: in context
The Emails tab shows the email thread tied to this claim (the badge counts messages), and the Tasks tab shows to-dos scoped to this car, so nothing about the job lives outside the claim.
Step 6
6
Claim Audit: your second set of eyes
On Professional and up, the Claim Audit tab runs an AI audit of the full claim and flags missed labor, blend time, R&I, OEM procedures, and supplement opportunities. The tab pulses when a new audit completes.
app.claimory.io/claims
Step 7
7
Use the actions menu
The kebab menu gathers the big actions on a claim.
- Edit Claim, Mark Complete (or Reopen), and Archive.
- Invite Customer (sends a portal link or shows a QR code) and Send Payment Link.
- Export PDF, Mark as Total Loss, and Signatures (in person or send for signature).
- Request Assist to open a support ticket with the Claimory team.
app.claimory.io/claims