Reference: every timer
Answers: how many days until the next reminder, chase, alert or task? what stops each one, and where do I type it?
Every day count and waiting period in pdrOS, in one place. Days are calendar days unless it says business days.
Reminders to the customer or shop
| Chase | Day 2 | Day 5 | Day 12 | Day 19 |
|---|---|---|---|---|
| Documents (total loss, diminished value) | reminder text + link + email | task Chase documents | reminder again | task Nothing after three weeks · close it?; reminders stop |
| Shop estimates (short pay) | reminder email to the shop | task Chase documents | reminder again | task Nothing after three weeks · close it? |
| Booking (office inspection) | reminder text + booking link | task Call to book the inspection | reminder again | task Nothing after three weeks · close it? |
All three stop the moment the documents, the estimates or the booking arrive. To run one again, tell us: in the left menu, click Support, then the orange Support Ticket button. Give the RO number (your case number) and write "please restart the document reminders" (or "the booking reminders"). We do it on our side within the hour.
A shop referral
| After the referral form | What |
|---|---|
| Day 3, no signup yet | text to John: "NAME, referred by SHOP 3 days ago, has not started the signup. Give them a call"; nothing to the customer |
Signature
| After the range | What |
|---|---|
| Day 3 | reminder text + agreement link |
| Day 7 | task Range not answered · call NAME |
The other side
| Clock | Starts | Day 10 | Day 17 | Day 22 / 24 |
|---|---|---|---|---|
| Clock A (insured, after the RTA) | Send demand | day 10 (about seven business days): text + task No contact in 7 business days · call the carrier | task Still no contact after 17 days | |
| Clock B (after your report) | Send our report | chase email 1 with your report | chase email 2 | day 22: text + task Day 22 · no report from their appraiser |
| Demand chase (claimant) | Send demand | chase 1 with the demand and report | chase 2 | day 24: chase 3, then text + task Three chases, no answer, and the customer is asked |
Silence clock (starts with Send counter): on day 7 with no answer, a text and the task No answer to your counter in 7 days.
Typing Other appraiser contact date stops Clock A. Typing Their number, or uploading their report, stops all of them. Arrows mean: click this, then this. Contacts → the customer is short for: in the left menu, click Contacts, type the customer's last name or RO number in the search box at the top of the list, and click their name.
- Clock A: Contacts → the customer → folder CARRIER & APPRAISER → Other appraiser contact date → pick the day → the blue Save button at the bottom of the left side.
- All of them: Contacts → the customer → folder CARRIER & APPRAISER → Their number → type the amount → the blue Save button at the bottom of the left side. Or upload their report: folder Supplements → Supplement #1 Upload Doc Here → Click to upload → pick the PDF → Open → the blue Save button at the bottom of the left side.
Inspections
| When | What |
|---|---|
| The day before the visit | reminder text (+ sign request if unsigned) |
| One hour before, unsigned | text to John with the signing link |
Deadlines
| Date | 14 days before | 3 days before |
|---|---|---|
| Demand-by date (folder CARRIER & APPRAISER) | text + task | text |
| Statute deadline (folder CARRIER & APPRAISER) | text + task | text |
Fee
| After settlement with Fee paid at No | What |
|---|---|
| At once | stage 6.1, task Fee not paid |
| Day 14 | text to John |
| Day 28 | note; the task stays |
The task stays until you set Fee paid: Contacts → the customer → folder CASE → Fee paid → how it was paid → the blue Save button at the bottom of the left side.
Outcome asks (Court, Counteroffer pending, Carrier review report received)
A text and an email on days 30, 60, 90 and 120, then days 210 and 300 after the outcome (or after the third demand chase). After the day-300 ask comes the task No answer for a year · close it?
Short waits you will notice
| Wait | Why |
|---|---|
| About 1 to 2 minutes after any upload, number or switch | pdrOS reads the contact profile after you click the blue Save button and acts; the note appears then (right edge Notes) |
| 1 minute after a file is uploaded | pdrOS waits for the file to land before it checks whether the documents are complete |
| 2 minutes after a signup with a date of loss | the statute deadline is set, then the customer gets the deadline text |
| 1 minute between a Not sent and your next Send it now | so pdrOS does not miss your second try |
| 5 minutes | a switch still reading Send it now raises the "did not go" text |
| 10 minutes | the same demand, report or counter is not sent twice inside this window |
| 10 minutes | a signup that never gets its RO number raises the text "the intake for NAME did not finish" |
| 8 hours | Sarah sleeps on a customer after a handover |
| 8 am to 8 pm | the only hours customer reminders and outcome asks go |
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