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CoreLogic
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DASH
DASH
Restoration job management
Release Notes (4)
Release Notes - 2024.12.3 (12/18/2024)
Release Notes - 2024.11.4 (11/27/2024)
Release Notes - 2024.11.2 (11/13/2024)
Release Notes - 2024.11.1 (11/6/2024)
Administration (12)
Default Documentation Standards
User Management
Add a new Division type
Add a new Type of Loss
Add, edit, or remove a Reason for Closing
View all 12
Assignments (3)
Claims Workspace Integration
XactAnalysis Integration
Linking a new assignment to an existing Job or Claim
Calendar & Tasks (7)
Calendar is blank or not loading tasks
Cannot see all names in the Calendar Resource or Participant list
Delete Calendar events / tasks
Exporting your Calendar to Outlook, Gmail, or Apple Calendar
Not receiving Calendar emails
View all 7
Compliance Tasks & Work Flow Builder (13)
Adding custom document folders to job(s) via the Workflow Builder
Compliance Manager statuses
Compliance Task not firing
Employee and completion monitors
Mass edit assigned Employees or Participants on existing Workflows (aka "Assigned To")
View all 13
Contact Manager (5)
Data Import Tool (contact import) guide
Data Import Tool error
Inactivating contacts and companies in DASH
Unable to add contacts in Contact Manager
Viewing all contacts that have expired documents
Dashboards (4)
Altitude report does not match 3rd party accounting reports
Data Quality Dashboard
Reason for Closing report
What counts towards Jobs Lacking Interaction dashboard?
Dash Account (5)
Dash Account 2 (for Sage 100)
Dash Account 3 (for QBD)
Dash Account 4 (for QBO)
Dash Account 4 (for QBD)
Job Costs sorting guide
Documents & Checklists (3)
Document Generator
Job Documents
Custom document request for DASH
Emails (5)
Email Settings Configuration
Email authentication errors
Emailing a note to a job in DASH
Not receiving password reset emails for DASH
Update user's email address
Engage (fka ProAssist) (10)
Adding an employee photo for Engage (fka ProAssist)
Connecting your Yelp, Google, or other review site with Engage (fka ProAssist)
Document is not showing in the Engage (fka ProAssist) portal
"Employee pay rates and accounting settings for the user location must be set up to save a timesheet" when adding timesheet in mobile app
Engage (fka ProAssist) portal users not receiving invites or SMS notifications
View all 10
Equipment & Scanning (5)
Adding new Locations or Trucks for Equipment management
Adding new equipment
An Equipment Type is missing from list when adding new equipment
Delete or edit equipment in DASH
Moving equipment in DASH
Estimates (6)
Claims Estimate Integration
Xactimate Integration
Adding Components or Customer No. Total to a job
Deleting an estimate
Disable PDF requirement for Add Estimate
View all 6
Job Creation & Information (14)
Adding a linked job (division) to an existing job
Add / remove On Hold status to job in DASH
Blank Slideboard (Chrome)
Claim and Accounting Information section of Job Slideboard are blank
Close or reopen a job in DASH
View all 14
Manual Accounting (3)
Accounts Receivable Tracking and Ready to Invoice
Job Costing securities
Redirected to homepage after clicking Ready to Invoice
Mobile App (7)
Cannot locate a job on the DASH Mobile App
Photo syncing in DASH mobile
“Safari cannot open the page because the address is invalid” error when launching maps
PIN code in DASH mobile
Unable to upload photos in DASH mobile app
View all 7
Notes (4)
Accounting Notes
Copying notes between divisions in DASH
Note visibility configuration
Standard Notes (Note templates)
Photos (4)
Adding and deleting photo albums
DocuSketch Integration
Photo album visibility
Photos not syncing from DASH to XactAnalysis
Program Center (6)
Managing Email Notification list for newly dispatched claims
Editing the on call list for dispatched claims
Managing Capacity levels for program jobs
Updating divisions and loss types under Provider Service Level
Uploading eligibility program documents
View all 6
Reports (2)
BI Reports
Legacy Reports
Timesheets (10)
Timesheets & QuickBooks Integration
“All custom pay rates for this user must be set up to save a timesheet“ error when creating a timesheet for an employee
Can DASH Timesheets appear in Work Orders?
Can users approve their own time?
Editing timesheets from a previous pay period
View all 10
Work Orders & Purchase Orders (12)
Contractor Connection (Job Track) Integration
Convert Estimate To Work Orders
Create Work Order Selected options
Editing the office information on Work Orders
Manually Create Work Orders
View all 12