Insurance Claims in TimeFlow

Before you start

You need reception permission.

Finding this in the UI

• Left sidebar → Job Cards doesn't lead here directly — instead, go to the Reception hub (Dashboard → Reception, via the sidebar's Dashboard item or the footer's Reception link) and click the Total Claims metric card, or navigate directly to /dashboard/reception/insurance-claims.
• There's no header or footer shortcut straight to Insurance Claims — go through the Reception hub.

Creating a claim

Claims aren't created from a standalone "new claim" form — they're created as part of booking a job card: on the New Booking form's Insurance Information section, enter a claim number, insurance company, claim consultant, and consultant contact number (or select an existing claim to link to). See the Booking a Job Card guide for the full field list.

Viewing and searching claims

Go to Insurance Claims (/dashboard/reception/insurance-claims). A Search Claims box filters by claim number, consultant, insurance company, or client. The table lists Claim Number, Insurance Company, Client, Consultant, and Contact Number for every claim; click a row to open its detail page.

Claim details

Each claim's detail page (/dashboard/reception/insurance-claims/[id]) shows:

• A header card with the claim number, and badges for the insurance company, claim consultant, and linked job-card count.
• Claim Information — Claim Number, Claim Consultant, Consultant Contact.
• Insurance Company — Company Name, Email, Phone Number, Alternative Number, Address, VAT Reg. Number.
• Company — your own company's name, email, telephone, and address (for reference on the claim).
• Branch — the branch name, region, email, telephone, and address the job was booked under.
• Job Cards — every job card linked to that claim, listed as expandable rows headed by the job number, client name, and device. Expand one to see:
  • An Open Job Card button that jumps straight to that job card.
  • Client Details (name, email, phone, alternative number, address).
  • Device Details (type, make, model, serial number, IMEI, colour, condition, fault, fault description).
  • Additional Information (accessories, passcode, notes, created/updated timestamps).

Use Back (top of the page) to return to the claims list.

Tips

• A single claim can have multiple job cards linked to it — useful when an insurer is covering more than one item or repeat visit.
• Since claims are created from the booking form, make sure claim numbers are entered consistently (or picked from the existing-claim search) so multiple job cards land under the same claim instead of creating duplicates.