Dashboard
Overview of all active claims and assessments
Total Jobs
0
All time
Open / Pending
0
Awaiting action
Completed
0
This month
Total Assessed
$0
Across all jobs
Recent Jobs
All Jobs
All claims and assessments
| Job ID | Type | Vehicle | Owner | Insurer | Assessor | Status | Assessed | Date |
|---|
Job Detail
Claim Number
—
Vehicle details
Claim details
Damage description
Damage zones — click to highlight
Click zones to highlight damaged areas
✏ Click any field to edit — changes save automatically
1Upload PDF Quote
2AI Extraction
3Review & Amend
4Export
Drop PDF quote here
or click to browse — PDF files only
Job Photos
✓ = included in Final PDF
Drag & drop photos here
or click to browse — JPG, PNG, HEIC supported
Other Documents
Drag & drop documents here
PDF, images, Word, Excel — or click to browse
Communication Log
Assessment Report
Expert Witness Report Preview
Fill in your Expert Witness content below, then click Print / Save PDF.
Expert Witness — Instruction Letter & Q&A
Matter Details
Qualifications & Experience
Conflict of Interest
Instructions & Facts
Expert Opinion — Answers to Instructions
Drop instruction letter PDF here to extract questions
or click to browse
Methodology & Limitations
Declaration
Payment Terms
Business details managed via
This setting is saved and used on all invoices
Invoice Lines
Bill To
Invoice Details
Date:
Due:
Ref:
| Description | Qty | Rate ($) | Amount |
|---|
Subtotal
$0.00
GST (10%)
$0.00
Total Due (inc. GST)
$0.00
Notes (optional)
Vehicle Valuation Report — Total Loss
Claim Information
Vehicle Information
Valuation Summary
Title History Comments
✏ Fields save automatically
Build Final PDF Package
Append additional PDF documents
Invoices
Standalone invoices for quotes, management services, admin and professional advice
Outstanding
0
$0
Paid
0
$0
Total Invoiced
0
$0
| Invoice # | Date | Bill To | Description | Total (inc GST) | Status | |
|---|---|---|---|---|---|---|
| No invoices yet — create your first one. | ||||||
CRM
Contacts, relationships and follow-ups
Total Contacts
0
Follow-ups Due
0
Insurers
0
Solicitors
0
| Name | Company | Type | Phone | Follow-up | Jobs | ||
|---|---|---|---|---|---|---|---|
| No contacts yet — add your first one. | |||||||
Finance
Bank reconciliation, expenses and BAS summary
Income (ex GST)
$0
$0 GST collected
Expenses (ex GST)
$0
$0 GST paid
Net Profit
$0
This quarter
BAS Owing
$0
GST collected minus GST paid
| Invoice # | Date | Client | Description | Ex GST | GST | Total | Status |
|---|---|---|---|---|---|---|---|
| No invoices found. | |||||||
Total Invoiced: $0
Received: $0
Outstanding: $0
Business Details
Saved once — used on all invoices, reports and PDF documents
Company Logo
No logo
PNG, JPG or SVG · appears on all invoices & PDF reports
Business Information
Expert Witness — Standing Qualifications & Experience
Saved once and pre-filled on every new Expert Witness report. You can still edit it per-job.
AI PDF Extraction (optional)
Required for PDFs where text cannot be extracted automatically (vector/path-based PDFs). Get your key from console.anthropic.com.
New Job
Create a new vehicle assessment