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How do I send reports to clients?
How do I send reports to clients?

Submitting a report to a client from Crunchwork can be done via integrations or in-app email.

Dominique Tuck avatar
Written by Dominique Tuck
Updated over a year ago

In this article, you learn the difference between Draft and Publish statuses in report writer.

The act of publishing will trigger the below actions:

  1. Lock all fields so that they cannot be edited.

  2. Update the report status to "Published".

  3. Download a PDF copy of the report and upload into the related job attachments.

  4. For Opus and ENData customers, this will also upload the PDF copy of the report into the "Documents" of Opus/ENData job.

You may also follow the steps in the following video to email manually directly from Crunchwork. This is beneficial, so that there is a visible record to show when the report was sent.

Read on for more detail about how you can send documents via integrations.

Opus

Upon publishing a builders assessment report in Crunchwork, the PDF will automatically send across and attach as a document.

In addition, Crunchwork will also sync the following fields into the IAG AR job from your builders assessment report:

  1. Incident confirmed

  2. has the insurer been advised of the next steps in the process?

  3. Sum Insured Adequate?

  4. Ins the Insured aware of any repairs that they are repsonbile for?

  5. Other hazards on site

  6. Repairs scope of work section

  7. Property Details section

  8. Claim Decision (Recommendation field in Opus)

  9. Meth / Drug manufacture at site

ENData

Upon publishing a builders assessment report in Crunchwork, the PDF will automatically send across and attach as a document for ENData also.

In addition, Crunchwork will also sync the following fields into the Site report tab from your builders assessment report:

  1. Claim Recommendation

  2. Attendance date

  3. Sum Insured

  4. House Type

  5. Roof Type

  6. Foundation Type

  7. Dwelling Age

  8. Cladding Type

The right hand side of the Site Report tab will also be filled using the following sections from the builders assessment report:

ENData

Crunchwork

Site inspection

We can confirm that as arranged we met the insured [INSURED NAME] at their premises on the [SITE ATTENDED DATE] and there discussed the circumstances surrounding their claim.

When did the event occur?

DATE OF LOSS (from Pulse job)

When did you first notice the damange?

DATE OF LOSS (from Pulse job)

Did emergency services attend?

If project claim type is one of "FIRE;THEFT OR BURGLARY; MALICIOUS ACTS AND VANDALISM; RIOT, CIVIL, PUBLIC DISTURBANCE" = YES. If project claim type is anything else = NO

How long has the damage appeared to have been occurring?

[time between DATE OF LOSS and SITE ATTENDED] days

Can you please explain your understanding of how the damages were caused?

Take text from "Client Discussions" section of builders assessment report

What caused the damage to the affected area?

Take text from "Cause of Damage" section of builders assessment report

Is a Specialist Report required to confirm causation?

Take text from "Special Notes" WYSIWYG, if no text, place "N/A"

What internal areas were affected?

Please see attached scope of works for full breakdown.

What external areas were affected?

Please see attached scope of works for full breakdown.

Are there any noted building/design faults contributing to the damage?

If Maintenance issue prior = "YES",add detail from 'Maintenance defect issues' text and send YES, otherwise "NO"

Are there any noted maintenance issues existing or related to the event?

If Maintenance issue prior = "YES", send YES, otherwise "NO"

Would the insured have been reasonably aware of any identified maintenance issues?

If Maintenance issue prior = "YES", send YES, otherwise "NO"

In the event of claim acceptance, does the maintenance issues need to be rectified prior to resultant damage commencing?

If Maintenance issue prior = "YES", add detail from 'Insured/owner Maintenance Responsibility' text and 'YES', otherwise "NO"

Are there any issues relating to the proposed scope of works that may impact repairs, ie matching materials/cut off points, non affected areas

SEND N/A

How many days will the property be uninhabitable due to repairs?

Temporary Accommodation During Repairs Only? = YES > take estimated qty and unit and apply here

What is the general condition of the roof?

N/A

Was a storm-created opening evident?

N/A

Was an inspection inside the ceiling cavity conducted?

N/A

Were the gutters/downpipes to the property sufficient?

N/A

Are there any additional fixtures installed on the roof?

N/A

Where did the rain water breach the ceiling cavity?

N/A

Were the valleys and gutters clean at the time of inspection?

N/A

When did the customer last complete maintenance on the roof?

N/A

What maintenance was completed?

N/A

Is the claimed damage consistent with the stated event?

Radio button response "YES/NO" from "Has the resultant damage to the property been caused by a listed event?"

Customer: (what action is required by Customer)

Await insurer

Insurer: (what action is required by Insurer)

Review and advise

Builder: (what action is required by Builder)

Take text from "REASON FOR REFERRAL" section, "CONCLUSION" section, 'SPECIAL NOTES" section

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