IA Reports — Claims Center

IA Reports

Claims Center — Internal Access Only

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IA Reports – Total Loss Valuation & Claim Support

IA Reports

Claims Center

Overview

Files

Reference

Dashboard

Active Clients

0

Pending Payments

0

Closed Files

0

Revenue Collected

$0

Outstanding Balance

$0

Total Files

0

New Client File

Client

Full Legal Name *

Phone

Email

Address

Claim & Policy

Claim Number *

Policy Number

Insurance Company

File Status

Vehicle

Year

Make

Model

Deductible

Adjuster

Adjuster Name

Adjuster Email

Adjuster Phone

Valuation

Their Offer (Pre-ACV)

Our Offer (Pre-ACV)

Settled At

Fee

File Status

Service Started

Claim Stage

Agreement Signed

Status Badge

Report Sent

Follow-Up Date

Last Action Date

Referral Source

Payment

Invoice Sent

Invoice Amount

Payment Status

Amount Paid

Outstanding Balance

Payment Due Date

Legal Status

Notes

Next Action Required

Last Action Taken

File Notes

Add Activity

Activity Type

Note / Description *

Contact Name (optional)

Service Agreement

Invoice — Edit & Print

Click any field to edit it before printing.

📤 Year Export

Export all data for a year — organized like your OneDrive folder

Select a year to export. Downloads a .json backup of all clients for that year, plus a CSV summary matching your OneDrive folder structure.

Select Year to Export

💡 The export creates a CSV with the same columns as your OneDrive tracker, plus a JSON backup. Upload the CSV to your 02_Clients (ARCHIVED) folder in OneDrive.

✅ Verify File Data Before Creating

Review all extracted information — edit anything incorrect before saving

💰 Add Income Entry

Date *

Client Name *

Claim #

IA Reports Fee ($) *

Fee %

Notes / Referral

💸 Add Expense

Date *

Category *

Description *

Amount (CAD) *

Notes

OneDrive Integration

Read & write your OneDrive folders directly

1

Import & Sync Client Folders

No Azure setup needed — reads directly from your synced OneDrive on this PC

WORKS NOW

No folder selected

Navigate to your 02_Business – IA Reports folder and click Select

Folders found

2

Cloud App Backup (optional)

Push/pull a JSON backup to OneDrive cloud — requires Azure app setup

NEEDS AZURE

One-time setup: Go to portal.azure.com → App registrations → New registration → name it IA Reports → add Redirect URI https://iareportsclaims.net (SPA) → copy the Client ID → add Graph permissions Files.ReadWrite + User.Read

✓ Connected

Last sync: never

Auto-sync every 5 min

Working...

📁 Import Client Folder

Step 1 of 3 — Select Folder

Drop or select a client folder. The system reads the folder name and all files inside to pre-fill the form.

Click to select a client folder

Or drag and drop the entire folder here

Reads: 01_Contracts · 02_Insurer Documents · 03_IA Reports Valuation · 04_Payment Invoice · Results

✓Folder scanned.

Client & Claim

Client Full Name *

Claim Number

Insurance Company

Policy Number

Client Phone

Client Email

File Status

Service Started

Vehicle

Year

Make

Model

Deductible

Adjuster / Insurer Contact

Adjuster Name

Adjuster Email

Adjuster Phone

Valuation

Their Offer (Pre-ACV)

Our Offer (Pre-ACV)

Settled At

Fee

Report Sent

Agreement Signed

Payment & Invoice

Invoice Sent

Invoice Amount

Payment Status

Amount Paid

Outstanding Balance

Payment Due Date

Legal Status

Referral Source

Notes & Next Actions

File Notes / Summary

Last Action Taken

Documents Found in Folder

📂 Import Client Data

Loading file…

⚠ This will replace all current data in this browser with the imported file. Make sure you have a backup first.

⚠ Delete File

Are you sure you want to delete this file?

This will permanently delete this file from this browser's local storage. This cannot be undone.

Edit Next Action

Next Action Required

Edit Insurer

Insurance Company Name *

Line Label

Phone Number

Notes (internal use)