Report 123: Unprinted Warranty/Insurance Work Orders

Overview

This is a highly specialized audit report designed specifically for holiday home manufacturer Warranty Claims or Insurance Claims. It isolates jobs where the paperwork has not yet been physically printed or processed for submission.

Best Use Case

• Warranty/Insurance Admin Tracking: Run this regularly to identify outstanding claims work that has been completed or logged but has not yet had its official service order forms generated. This helps prevent delays in claiming money back from manufacturers or insurers.

How You Can Filter This Report

• Parks: Choose which holiday parks to audit.

• Sorting Options: Organize your pending claims list by:

  • Job Number

  • Date Created

  • Pitch/Location Reference

  • Account Number

  • Owner Last Name

  • Holiday Home Manufacturer (Make)

Key Information Displayed on the Report

• Claim References: Displays the Manufacturer/Insurance reference numbers (mfg_no), claim dates, and internal job numbers.

• Invoicing & Billing Status: Shows whether the claim is flagged for internal billing, the invoice number assigned, the invoice date, and the total financial claim amount.

• Holiday Home Blueprint: Displays the caravan's manufacturer (Make), model name, manufacturing year, alongside physical dimensions (Length and Width) and the original delivery date.

• Customer Info: Pitch number, pitch status, owner name, and financial account number.