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.
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.
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.
The Files tab is where teardown photos and documents live. Images are compressed automatically when a claim closes so storage stays lean.
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.
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.
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.
The kebab menu gathers the big actions on a claim.
On the Financials tab, in the supplement tracker. See the Tracking Supplements tutorial for the full workflow.
Use the actions menu and choose Invite Customer. They get a link to a self-serve status page, which cuts down on where-is-my-car calls.
It opens the Total Loss builder and moves the claim into the total-loss workflow. Total Loss is available on Professional and up.