We’re excited to introduce a powerful new feature in Movegistics 5.0 — Claims Management Module 🎉

This release gives you a complete system to track, manage, and resolve customer claims efficiently, all within your CRM.

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🚀 WHAT’S NEW

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🧾 1. Centralized Claims Management

You can now manage all claims in one place:

• View all claims across work orders
• Apply filters, saved views, and search
• Track claim status, items, and financial impact

➡️ No more scattered tracking — everything is centralized

➕ 2. Create Claims Directly from Work Orders

Claims can now be created directly from completed jobs:

• “Add Claim” button available once job is completed
• Link claims to specific work orders
• Add adjuster, description, and claim details

➡️ Ensures claims are tied to actual job execution

📦 3. Add Multiple Claim Items

Each claim can include multiple items:

• Define item name and damage type
• Add claimed amount
• Apply tags and notes
• Add unlimited items per claim

➡️ Capture complete claim details with precision

⚙️ 4. Configurable Claim Settings

You can fully customize claim workflows via settings:

• Chargeback Types
• Damage Types
• Denial Reasons
• Settlement Types

➡️ Adapt the system to match your business process

❌ 5. Deny Claims with Reasons

Easily deny claim items:

• Select denial reason
• Add notes
• Automatically update item status

➡️ Maintain transparency and proper documentation

💰 6. Settle Claims with Flexibility

Settle claims directly inside the system:

• Choose settlement type
• Enter settlement amount
• Track partial or full settlements

➡️ Faster claim resolution with full control

👷 7. Chargeback to Workers

Assign responsibility where needed:

• Link claim items to workers
• Add chargeback amount
• Option to deduct from payroll

➡️ Improves accountability and cost tracking

📊 8. Real-Time Claim Visibility

Inside the Work Order:

• View claim summary card
• Track item-level status (Pending / Denied / Settled)
• See total claimed vs settled amounts

➡️ Instant visibility without switching screens

📬 9. Automated Customer Notifications

Customers are automatically informed:

• Claim settled → email notification
• Claim denied → email notification
• (SMS supported if configured)

➡️ Keeps customers informed without manual follow-ups

📁 10. Detailed Claim View

Each claim includes:

• Customer details
• Work order reference
• Crew involved
• Item-level actions (deny, settle, chargeback)
• Notes, logs, and communication history

➡️ Everything you need in one place

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💡 WHY THIS MATTERS

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This feature helps you:

• ⏱️ Reduce manual claim tracking
• 📊 Improve visibility into claim status and costs
• ⚖️ Standardize your claim handling process
• 👷 Increase accountability across teams
• 📬 Improve communication with customers

➡️ Result: Faster resolutions, fewer disputes, and better customer experience

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⚠️ IMPORTANT NOTES

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• Claims can only be created after a work order is marked Completed
• Chargebacks are available when workers are assigned to the job
• Email/SMS notifications depend on your communication settings

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👉 WHAT YOU NEED TO DO

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1. Go to Settings → Claims
   
2. Configure:
3. • Chargeback Types
   • Damage Types
   • Denial Reasons
   • Settlement Types
     
4. Start using claims from completed work orders

If you have any questions or need assistance, feel free to reach out to us at [email protected]