Claims & Project Control

Inquiry → documents → inspection → approval → repair → CDR → payment → closure

Zoho Books: sample data (not connected)

Total claims

0

All records

New inquiries

0

Awaiting first contact

Documents pending

0

Claimant follow-up

Approval pending

0

With insurer

Assigned to teams

0

In-house + outsourced

Work in progress

0

Active site works

Not started

0

Awaiting start

Work completed

0

Awaiting CDR

CDR pending

0

Completion docs

CDR received

0

Ready to invoice

Invoice submitted

0

With insurer/Zoho

Payment pending

0

Insurer settlement

Payment received

0

Awaiting closure

Closed

0

Fully settled

Simple flow

0
Inquiry entered
0
Documents
0
Approval
0
Assigned
0
In progress
0
Completed
0
Claimed

Team funds & expenses

Issue funds / record expense

Funds issued

AED 0

Expenses noted by teams

AED 0

Unspent balance with teams

AED 0

All claims

No claims match these filters.

Team-level workload

Team Assigned Done WIP Not started Overdue