Appraisal Detail Page Overview
Navigate the appraisal detail page and its tabs.
A single appraisal touches a lot of stuff. Party contacts. Inspection scheduling. Award line items. Time and mileage. Photos. Generated PDFs. Notes. Tasks. If all of that lived on one giant screen, you would scroll forever and still miss things.
The detail page splits the workload into tabs so you can focus on one thing at a time. Once you know what lives on which tab, every case becomes a quick visit to the right tab instead of a hunt through the whole record.
Skim this article so you know where everything lives. It saves a lot of "where do I add the umpire" or "where is the invoice button" questions later.
The appraisal detail page is your command center for each case. It organizes all case information into tabs for easy access.
Page Header
At the top of every appraisal detail page you'll find:
- Insured name and claim number
- Current status with quick-change dropdown
- Property address
- Action buttons (Schedule, Generate Documents, etc.)
Available Tabs
| Tab | Purpose |
|---|---|
| Details | Core case information, parties, dates, and claim details |
| Scheduling | Inspection scheduling and booking management |
| Award | Award items, line-by-line damage valuations |
| Financials | Time entries, mileage, expenses, and invoicing |
| Photos | CompanyCam integration for photo documentation |
| Documents | Generated documents and file attachments |
| Report | AI-enhanced report writing workspace |
Tab Memory