Edmonton CAT jobs · generated 2026-07-28 17:14 · scope: Kyle Brandon’s XactAnalysis claims only (Edmonton’s own local PMs run a separate book of business Kelowna doesn’t support), received on/after 2026-06-24
89
XactAnalysis claims
83
Matched to a PSA job
83
Need attention
0
Looking good
6
Not yet in PSA
37
Date mismatches
4
Missing Work Orders
3
Insured not yet contacted (WO note)
7
Stale field notes
8
Stuck workflow status
36
Notes flag pending action
14
PSA action items (To-Do)
22
WO scheduling notes
10
Encircle issues
4
Encircle docs, no Work Order
34
Encircle date mismatch
60
Encircle activity after first photo
XactAnalysis is treated as the source of truth here: every claim is checked
against PSA, and a claim with no PSA match is its own finding, not a hidden gap. A flag is a
documentation gap to close, not an accusation.
[Notes flag pending action] Note from 2026-07-22 8:19:00 AM may describe outstanding work: "...umber to disconnect the shower and bathroom vanity. We will need to remove the fireplace, as there is panelling and potential insulation on the exterior wall. The home..."
[High days pending] Days Pending = 33.96
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-26) -- a good sign the job has actually started, not just been documented in a single visit
[Notes flag pending action] Note from 2026-07-27 3:30:33 PM may describe outstanding work: "need to work on scopes hot wash could be done, insured was difficult to communicate with"
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-26) -- a good sign the job has actually started, not just been documented in a single visit
[Notes flag pending action] Note from 2026-06-26 8:35:54 AM may describe outstanding work: "...’ x 8’ Replace baseboard and window trim unaffected wall We need to coordinate debris disposal"
[High days pending] Days Pending = 34.12
[Encircle date mismatch] Encircle's first photo (2026-06-26) doesn't match PSA's Job Started date (2026-07-14) -- differ by 18d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-26) -- a good sign the job has actually started, not just been documented in a single visit
K26-2029-CATWM — Harry & Brenda Gerdel (Claim AA2-2-006094) · 4 flag(s)
[Dates only in one system] File/production closed date: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-13, PSA=-
[Notes flag pending action] Note from 2026-07-22 8:12:04 PM may describe outstanding work: "...h and you sent the ESX on the 17th. I also replied to Dawns follow up email. Kyle Brandon Project Manager PuroClean Restoration Kbrandon@puroclean.ca (778) 594-1566 On J..."
[High days pending] Days Pending = 33.04
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-29) -- a good sign the job has actually started, not just been documented in a single visit
[Notes flag pending action] Note from 2026-07-20 7:47:22 AM may describe outstanding work: "...Bender with this info. Please state in work order that they need to bill content and mitigation separately. Also can you help kyle order a storage unit for the content..."
[High days pending] Days Pending = 34.02
[Encircle date mismatch] Encircle's first photo (2026-06-29) doesn't match XactAnalysis Date Inspected (2026-06-27) -- differ by 2d
[Encircle date mismatch] Encircle's first photo (2026-06-29) doesn't match PSA's Job Started date (2026-07-07) -- differ by 8d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-29) -- a good sign the job has actually started, not just been documented in a single visit
[Notes flag pending action] Note from 2026-07-01 10:00:40 AM may describe outstanding work: "Waiting for coverage confirmation"
[High days pending] Days Pending = 33.19
[Encircle date mismatch] Encircle's first photo (2026-06-27) doesn't match PSA's Job Started date (2026-07-07) -- differ by 10d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-27) -- a good sign the job has actually started, not just been documented in a single visit
[Notes flag pending action] Note from 2026-07-27 3:06:48 PM may describe outstanding work: "scope has been sent for estimating waiting for upload"
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-20 11:59:00 PM): [HIGH PRIORITY] Scope -- Based on last XA note looks like everything is complete. Can you submit scope for estimating please.
[WO scheduling notes] WO 8775 - Iinitial Inspection (Inspection) scheduled 2026-06-26 3:00:00 PM note: "Customer advised you can come earlier just need to give 30 mins heads up"
[Encircle date mismatch] Encircle's first photo (2026-06-27) doesn't match PSA's Job Started date (2026-07-01) -- differ by 4d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-27) -- a good sign the job has actually started, not just been documented in a single visit
K26-2033-CATWM — Charles Rahall (Claim AA2-2-006152) · 2 flag(s)
PM: Kyle Brandon · XactAnalysis Status: Delivered · Workflow: Not Sold
[Date mismatches] File/production closed date: XactAnalysis=2026-07-17 vs PSA=2026-07-23 (differ by 6d)
[Stale field notes] No field-relevant PSA note in the last 14 days (last note: 2026-07-01 12:05:54 PM)
[Dates only in one system] File/production closed date: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-14, PSA=-
[WO scheduling notes] WO 8778 - Inspection (Inspection) scheduled 2026-06-26 1:00:00 PM note: "Customer working from home so can go anytime"
[High days pending] Days Pending = 33.69
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-27) -- a good sign the job has actually started, not just been documented in a single visit
[WO scheduling notes] WO 8780 Inspection (Inspection) scheduled 2026-06-26 10:00:00 AM note: "--You can do this on the way back from your Gibbins one. Contact wife she is home all day."
[High days pending] Days Pending = 30.09
[Encircle date mismatch] Encircle's first photo (2026-06-26) doesn't match XactAnalysis Date Inspected (2026-06-28) -- differ by 2d
[Encircle date mismatch] Encircle's first photo (2026-06-26) doesn't match PSA's Job Started date (2026-07-10) -- differ by 14d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-26) -- a good sign the job has actually started, not just been documented in a single visit
K26-2037-CATWM — DAVE WATSON BUFFY WATSON (Claim 004000001346454) · 9 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-02 vs PSA=2026-06-26 (differ by 6d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-02 vs PSA=2026-06-26 (differ by 6d)
[Notes flag pending action] Note from 2026-07-27 3:14:47 PM may describe outstanding work: "sent a follow up message to the insured, asking if they would like to proceed."
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-22 11:59:00 PM): [HIGH PRIORITY] Approval -- Did we receive approval yet?
[WO scheduling notes] WO 8781 - Inspection (Inspection) scheduled 2026-06-26 7:00:00 AM note: "Customer needs 30 mins head up. She can be available anytime this am"
[WO scheduling notes] WO 8868 - Mitigation (Mitigation) scheduled 2026-07-05 9:00:00 AM note: "Coverage Has been confirmed"
[Encircle date mismatch] Encircle's first photo (2026-06-26) doesn't match XactAnalysis Date Inspected (2026-07-02) -- differ by 6d
[Encircle date mismatch] Encircle's first photo (2026-06-26) doesn't match PSA's Job Started date (2026-06-30) -- differ by 4d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-26) -- a good sign the job has actually started, not just been documented in a single visit
K26-2038-CATWM — ELISABETH PERNEEL (Claim AA2-2-005971) · 8 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-26 (differ by 5d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-01 vs PSA=2026-06-28 (differ by 3d)
[Notes flag pending action] Note from 2026-07-18 10:34:39 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-20 11:59:00 PM): [HIGH PRIORITY] Job Status -- There was a work order for bender on this job. Looking at the pictures it looks like it might be done? Please update - Status of project - if work remaining wha
[WO scheduling notes] WO 8785 - Inspection (Inspection) scheduled 2026-06-28 11:00:00 AM note: "You can go anytime today. Insured has trouble communicated so take your time with her."
[WO scheduling notes] WO 8888 scheduled 2026-07-03 7:00:00 AM note: "Coverage is confirmed"
[Encircle date mismatch] Encircle's first photo (2026-07-03) doesn't match XactAnalysis Date Inspected (2026-07-01) -- differ by 2d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-03) -- a good sign the job has actually started, not just been documented in a single visit
[Date mismatches] Date contacted: XactAnalysis=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[Notes flag pending action] Note from 2026-07-20 5:45:08 AM may describe outstanding work: "I believe this guy had other contractor do the work. Do we need to do an estimate or bill inspection?"
[WO scheduling notes] WO 8786 - inspection (Inspection) scheduled 2026-06-26 11:00:00 AM note: "text h/o with hour heads up when will be arriving"
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-27)
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-26) -- a good sign the job has actually started, not just been documented in a single visit
K26-2041-CATWM — Charles Bonsant (Claim AA2-2-006126) · 6 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-06-30 vs PSA=2026-06-26 (differ by 4d)
[Date mismatches] Date inspected: XactAnalysis=2026-06-30 vs PSA=2026-06-27 (differ by 3d)
[Notes flag pending action] Note from 2026-07-21 1:07:27 PM may describe outstanding work: "**NR contents need to be moved from basement before removals start.** Bathroom * remove plumbing, toilet, bath and vanity..."
[WO scheduling notes] WO 8903-mitigation (Mitigation) scheduled 2026-07-04 12:00:00 PM note: "Coverage has been confirmed"
[Encircle date mismatch] Encircle's first photo (2026-06-29) doesn't match PSA's Job Started date (2026-07-02) -- differ by 3d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-29) -- a good sign the job has actually started, not just been documented in a single visit
K26-2043-CATWM — Christine Irene White (Claim AA2-2-006244) · 5 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-06-29 vs PSA=2026-06-26 (differ by 3d)
[Notes flag pending action] Note from 2026-07-27 3:16:30 PM may describe outstanding work: "need to complete estimates and send everything to the insured, should get adjuster approval before anything..."
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-22 11:59:00 PM): NR Listing -- White - Need to go over content NR list with insured, we have approval to remove the fireplace to access that drywall.
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-20 11:59:00 PM): [HIGH PRIORITY] Job Status -- There was NO work order for bender on this job. Looking at the pictures it looks like it might be done? Please update - Status of project - if work remaining wh
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-02) -- a good sign the job has actually started, not just been documented in a single visit
K26-2044-CATWM — Laura Cuff (Claim AA2-2-006071) · 6 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-26 (differ by 5d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-01 vs PSA=2026-06-28 (differ by 3d)
[Notes flag pending action] Note from 2026-07-17 9:12:09 AM may describe outstanding work: "...regarding Standard Unit definition, for the repairs. Please follow up. Thank you!"
[Encircle date mismatch] Encircle's first photo (2026-06-28) doesn't match XactAnalysis Date Inspected (2026-07-01) -- differ by 3d
[Encircle date mismatch] Encircle's first photo (2026-06-28) doesn't match PSA's Job Started date (2026-07-08) -- differ by 10d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-28) -- a good sign the job has actually started, not just been documented in a single visit
K26-2045-CATWM — Joe Guevarra (Claim AA2-2-006249) · 3 flag(s)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-16, PSA=-
[Notes flag pending action] Note from 2026-06-26 10:45:14 AM may describe outstanding work: "...the insured: (BASEMENT FLOODED water/sewer backup) Coverage pending: ("basic emerg only up to $3,500") Special Instructions: Insured is 83 years old please be patient..."
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-16) -- a good sign the job has actually started, not just been documented in a single visit
[Dates only in one system] Date of loss: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-20, PSA=-
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-24, PSA=-
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-28, PSA=-
[Notes flag pending action] Note from 2026-07-10 6:52:14 AM may describe outstanding work: "...djuster has asked for roofer to come out and inspect, as we need to determine cause of loss. This note was added July 2nd. Thanks guys!"
[WO scheduling notes] WO 8794 - INspection (Inspection) scheduled 2026-06-28 7:00:00 AM note: "Call ahead for inspection time"
[High days pending] Days Pending = 34.07
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-28) -- a good sign the job has actually started, not just been documented in a single visit
PM: Kyle Brandon · XactAnalysis Status: Delivered · Workflow: Not Sold
[Date mismatches] Date contacted: XactAnalysis=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-24, PSA=-
[Dates only in one system] File/production closed date: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-06-26
[Notes flag pending action] Note from 2026-07-25 11:26:22 AM may describe outstanding work: "...nd the shelf, I couldn’t see the backside of them though so need to take a look see when things are removed. Insurance company was flabbergasted by the estimate from p..."
[Encircle date mismatch] Encircle's first photo (2026-07-25) doesn't match XactAnalysis Date Inspected (2026-06-24) -- differ by 31d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-25) -- a good sign the job has actually started, not just been documented in a single visit
K26-2049-CATWM — KAREL JOSE (Claim AA2-2-006243) · 4 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-21, PSA=-
[Encircle date mismatch] Encircle's first photo (2026-06-28) doesn't match XactAnalysis Date Inspected (2026-07-21) -- differ by 23d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-28) -- a good sign the job has actually started, not just been documented in a single visit
K26-2051-CATWM — Kyle Howard (Claim AA2-2-005745) · 6 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-06-24 vs PSA=2026-06-26 (differ by 2d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-02 vs PSA=2026-06-27 (differ by 5d)
[Notes flag pending action] Note from 2026-07-21 9:04:11 AM may describe outstanding work: "...ect: Re: ACM RESULTS K26-2051-CATWM - Kyle Howard Thanks we need to put scopes together for these asap so that they can be schedule with approved budget. Abatement com..."
[High days pending] Days Pending = 33.98
[Encircle date mismatch] Encircle's first photo (2026-07-19) doesn't match XactAnalysis Date Inspected (2026-07-02) -- differ by 17d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-19) -- a good sign the job has actually started, not just been documented in a single visit
[Dates only in one system] Date of loss: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-22, PSA=-
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-26, PSA=-
[WO scheduling notes] WO 8807 - Inspection (Inspection) scheduled 2026-06-27 7:00:00 AM note: "This is a VIP policy . I informed you would be there between 8-12. with an hour heads up."
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-27) -- a good sign the job has actually started, not just been documented in a single visit
K26-2053-CATWM — Wayne Field (Claim 004000001345829) · 7 flag(s)
PM: Kyle Brandon · XactAnalysis Status: Returned · Workflow: Site Inspected
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-13, PSA=-
[Date mismatches] Date inspected: XactAnalysis=2026-07-13 vs PSA=2026-06-27 (differ by 16d)
[Returned/reassigned status] XactAnalysis Status = Returned
[Encircle date mismatch] Encircle's first photo (2026-06-27) doesn't match XactAnalysis Date Inspected (2026-07-13) -- differ by 16d
[Encircle date mismatch] Encircle's first photo (2026-06-27) doesn't match PSA's Job Started date (2026-07-08) -- differ by 11d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-27) -- a good sign the job has actually started, not just been documented in a single visit
K26-2054-CATWM — Miles Straka (Claim 004000001345899) · 5 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-09 vs PSA=2026-06-26 (differ by 13d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-21 vs PSA=2026-07-07 (differ by 14d)
[Insured not yet contacted (WO note)] WO 8814 - Inspection (Inspection) scheduled 2026-07-05 1:00:00 PM, but its note says the insured hasn't been reached yet: "I have not called the insured to schedule an inspection please do so when works for you"
[Encircle date mismatch] Encircle's first photo (2026-07-06) doesn't match XactAnalysis Date Inspected (2026-07-21) -- differ by 15d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-06) -- a good sign the job has actually started, not just been documented in a single visit
[Date mismatches] Date of loss: XactAnalysis=2026-06-21 vs PSA=2026-06-24 (differ by 3d)
[Date mismatches] Date contacted: XactAnalysis=2026-07-06 vs PSA=2026-06-26 (differ by 10d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-06 vs PSA=2026-06-28 (differ by 8d)
[Encircle date mismatch] Encircle's first photo (2026-06-29) doesn't match XactAnalysis Date Inspected (2026-07-06) -- differ by 7d
[Encircle date mismatch] Encircle's first photo (2026-06-29) doesn't match PSA's Job Started date (2026-07-23) -- differ by 24d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-29) -- a good sign the job has actually started, not just been documented in a single visit
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-26 (differ by 5d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-01 vs PSA=2026-06-28 (differ by 3d)
[Notes flag pending action] Note from 2026-07-18 10:39:11 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-20 11:59:00 PM): [HIGH PRIORITY] Job Status -- There was a work order for bender on this job. Looking at the pictures it looks like it might be done? Please update - Status of project - if work remaining wha
[WO scheduling notes] WO 2056-8821-CATWM - Mitigation (Mitigation) scheduled 2026-07-04 11:00:00 AM note: "Coverage is confirmed"
[Encircle date mismatch] Encircle's first photo (2026-06-28) doesn't match XactAnalysis Date Inspected (2026-07-01) -- differ by 3d
[Encircle date mismatch] Encircle's first photo (2026-06-28) doesn't match PSA's Job Started date (2026-07-02) -- differ by 4d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-28) -- a good sign the job has actually started, not just been documented in a single visit
[Date mismatches] Date contacted: XactAnalysis=2026-07-09 vs PSA=2026-06-27 (differ by 12d)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-09, PSA=-
[Encircle date mismatch] Encircle's first photo (2026-06-29) doesn't match XactAnalysis Date Inspected (2026-07-09) -- differ by 10d
[Encircle date mismatch] Encircle's first photo (2026-06-29) doesn't match PSA's Job Started date (2026-07-07) -- differ by 8d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-29) -- a good sign the job has actually started, not just been documented in a single visit
[Date mismatches] Date of loss: XactAnalysis=2026-06-21 vs PSA=2026-06-24 (differ by 3d)
[Date mismatches] Date contacted: XactAnalysis=2026-06-30 vs PSA=2026-06-28 (differ by 2d)
[Date mismatches] Date inspected: XactAnalysis=2026-06-30 vs PSA=2026-06-28 (differ by 2d)
[Notes flag pending action] Note from 2026-07-18 12:03:51 PM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-20 11:59:00 PM): [HIGH PRIORITY] Job Status -- There was NO work order for bender on this job. Looking at the pictures it looks like it might be done with exception of ACM results? Please update - Status of
[WO scheduling notes] WO 2059-8893-CATWM - mitigation (Mitigation) scheduled 2026-07-04 1:00:00 PM note: "Confirm detail of scope completed"
[Encircle date mismatch] Encircle's first photo (2026-06-28) doesn't match XactAnalysis Date Inspected (2026-06-30) -- differ by 2d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-28) -- a good sign the job has actually started, not just been documented in a single visit
K26-2063-CATWM — AMIR HAMAM (Claim 005000001222033) · 6 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-13 vs PSA=2026-06-29 (differ by 14d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-13 vs PSA=2026-06-29 (differ by 14d)
[Insured not yet contacted (WO note)] WO 8925 inspection (Inspection) scheduled 2026-07-05 1:00:00 PM, but its note says the insured hasn't been reached yet: "I HAVE NOt called the insured.Coverage is confirmed"
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-06-30)
[Encircle date mismatch] Encircle's first photo (2026-06-29) doesn't match XactAnalysis Date Inspected (2026-07-13) -- differ by 14d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-29) -- a good sign the job has actually started, not just been documented in a single visit
K26-2064-CATWM — Corey Clark (Claim 000-00-259807) · 7 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-29 (differ by 2d)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-03, PSA=-
[Missing Work Orders] XactAnalysis shows this job as active/delivered but PSA has no Work Order recorded for it -- though other PSA activity suggests work is underway: Subtrade Communications note on file (3, last 2026-07-11 8:56:52 AM); XactAnalysis Workflow Status: Job Started
[Notes flag pending action] Note from 2026-07-13 10:25:48 AM may describe outstanding work: "Kyke has been in touch with adjuster...no need to reach out."
[Encircle docs, no Work Order] Encircle has field documentation (notes/photos) for this claim but PSA has no Work Order recorded -- likely means work has started and the WO paperwork hasn't caught up
[Encircle date mismatch] Encircle's first photo (2026-07-02) doesn't match PSA's Job Started date (2026-07-16) -- differ by 14d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-02) -- a good sign the job has actually started, not just been documented in a single visit
K26-2066-CATWM — Jennifer Hareuther (Claim 000-00-259832) · 4 flag(s)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-14, PSA=-
[Notes flag pending action] Note from 2026-07-20 6:41:29 PM may describe outstanding work: "...on how far the emergency work should go to. They have been waiting for 2 weeks and have heard nothing other than they need a plumber out. They would like to speak with Ky..."
[Encircle date mismatch] Encircle's first photo (2026-07-02) doesn't match XactAnalysis Date Inspected (2026-07-14) -- differ by 12d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-02) -- a good sign the job has actually started, not just been documented in a single visit
K26-2067-CATWM — Allen Priebe (Claim 000-00-259981) · 7 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-06-30 vs PSA=2026-07-02 (differ by 2d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-14 vs PSA=2026-06-30 (differ by 14d)
[Notes flag pending action] Note from 2026-07-03 12:45:18 PM may describe outstanding work: "...or wall affected two interior walls slightly affected. Will need to remove at 2 feet water in bathroom seems to be behind the giant tile shower tile is reading wet wou..."
[WO scheduling notes] WO 8842 - Inspection & Stabilization (Inspection) scheduled 2026-07-03 1:00:00 PM note: "Coverage not yet confirmed so stabilization only"
[Encircle date mismatch] Encircle's first photo (2026-07-03) doesn't match XactAnalysis Date Inspected (2026-07-14) -- differ by 11d
[Encircle date mismatch] Encircle's first photo (2026-07-03) doesn't match PSA's Job Started date (2026-07-14) -- differ by 11d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-03) -- a good sign the job has actually started, not just been documented in a single visit
[Notes flag pending action] Note from 2026-07-18 11:03:24 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-20 11:59:00 PM): [HIGH PRIORITY] Job Status -- There was no work order for bender on this job. Looking at the pictures and your last XA note it looks like it might be done? Please update - Status of project
[WO scheduling notes] WO 2068-8844-CATWM - Stabilization (Stabilization) scheduled 2026-07-03 7:00:00 AM note: "Coverage is confirmed"
[WO scheduling notes] WO 2068-8907-WM scheduled 2026-07-03 8:00:00 AM note: "Please confirm scope of work completed. Do not include contents manipulation on this work order."
[Encircle date mismatch] Encircle's first photo (2026-06-30) doesn't match PSA's Job Started date (2026-07-04) -- differ by 4d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-30) -- a good sign the job has actually started, not just been documented in a single visit
K26-2069-CATWM — Neil Van Iderstine (Claim AA2-2-006465) · 3 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-29 (differ by 2d)
[Notes flag pending action] Note from 2026-07-06 2:09:12 PM may describe outstanding work: "Still waiting for coverage confirmation. Kyle reached out to adjuster on 07/03."
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-22 11:59:00 PM): [HIGH PRIORITY] Status update -- Any update on how insured is to proceed from note on July 14?
K26-2070-CATWM — TRACY MARTIN & JASON MALONEY (Claim PA2-2-001136) · 7 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-13 vs PSA=2026-06-29 (differ by 14d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-13 vs PSA=2026-06-30 (differ by 13d)
[Stale field notes] No field-relevant PSA note in the last 14 days (last note: 2026-07-13 3:03:59 PM)
[WO scheduling notes] WO 8848 - Mitgiation/ Stabilization (Stabilization) scheduled 2026-07-02 11:00:00 AM note: "Coverage is confirmed."
[WO scheduling notes] WO 8932 - HMI Testing (HMI Testing) scheduled 2026-07-06 10:00:00 AM note: "Coverage confirmed"
[Encircle date mismatch] Encircle's first photo (2026-06-30) doesn't match XactAnalysis Date Inspected (2026-07-13) -- differ by 13d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-30) -- a good sign the job has actually started, not just been documented in a single visit
K26-2071-CATWM — Thomas Watt (Claim 000-00-260103) · 2 flag(s)
[Notes flag pending action] Note from 2026-07-21 11:29:52 AM may describe outstanding work: "Kyles note to adjuster... Just wanted to follow up and see if coverage has been confirmed. We will be able to tell you more about the source when cont..."
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-07) -- a good sign the job has actually started, not just been documented in a single visit
[Notes flag pending action] Note from 2026-07-18 10:33:20 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - Scope for estimate - any other subtrades used"
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-21 11:59:00 PM): [HIGH PRIORITY] Job Status -- There was a work order for bender on this job. Looking at the pictures it looks like it might be done? Please update - Status of project - if work remaining wha
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-04)
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-30) -- a good sign the job has actually started, not just been documented in a single visit
PM: Kyle Brandon · XactAnalysis Status: Delivered · Workflow: Not Sold
[Date mismatches] Date inspected: XactAnalysis=2026-07-01 vs PSA=2026-07-03 (differ by 2d)
[Dates only in one system] File/production closed date: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-25, PSA=-
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-30) -- a good sign the job has actually started, not just been documented in a single visit
K26-2074-CATWM — Sabrina Hall (Claim AA2-2-006468) · 5 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-01 vs PSA=2026-06-29 (differ by 2d)
[Returned/reassigned status] XactAnalysis Status = Returned
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-23)
[Encircle date mismatch] Encircle's first photo (2026-07-09) doesn't match XactAnalysis Date Inspected (2026-07-01) -- differ by 8d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-09) -- a good sign the job has actually started, not just been documented in a single visit
K26-2075-CATWM — Kevin Leigh (Claim AA2-2-006470) · 3 flag(s)
[WO scheduling notes] WO 2075-8901-CATWM - Mitigation - (Mitigation) scheduled 2026-07-05 6:30:00 AM note: "Coverage has been confirmed"
[Encircle date mismatch] Encircle's first photo (2026-07-13) doesn't match XactAnalysis Date Inspected (2026-06-30) -- differ by 13d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-13) -- a good sign the job has actually started, not just been documented in a single visit
K26-2076-CATWM — Barbara Michalyk (Claim AA2-2-006480) · 5 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-09 vs PSA=2026-06-29 (differ by 10d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-09 vs PSA=2026-07-02 (differ by 7d)
[Encircle date mismatch] Encircle's first photo (2026-07-03) doesn't match XactAnalysis Date Inspected (2026-07-09) -- differ by 6d
[Encircle date mismatch] Encircle's first photo (2026-07-03) doesn't match PSA's Job Started date (2026-07-08) -- differ by 5d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-03) -- a good sign the job has actually started, not just been documented in a single visit
[Date mismatches] Date inspected: XactAnalysis=2026-07-03 vs PSA=2026-06-30 (differ by 3d)
[Notes flag pending action] Note from 2026-07-18 11:26:13 AM may describe outstanding work: "...ease update - Status of project - if work remaining what is outstanding - est. date of completion - Scope for estimate - any other subtrades used"
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-20 11:59:00 PM): [HIGH PRIORITY] Job Status -- There was No work order for bender on this job. Looking at the pictures it looks like we are close to completed. Please update - Status of project - if work rem
[WO scheduling notes] WO 8864 - Stabilzation and testing scheduled 2026-06-30 12:45:00 PM note: "Coverage is confirmed. need to have printed service authorization for customer to sign and provide a copy"
[WO scheduling notes] WO 8902 - Mitigation (Mitigation) scheduled 2026-07-05 8:00:00 AM note: "Coverage is confirmed"
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-04) -- a good sign the job has actually started, not just been documented in a single visit
[Stale field notes] No field-relevant PSA note in the last 14 days (last note: 2026-07-13 10:31:11 AM)
[Notes flag pending action] Note from 2026-07-05 2:14:28 PM may describe outstanding work: "...gress and mitigation requirements will be reassessed during follow-up monitoring visits."
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-05) -- a good sign the job has actually started, not just been documented in a single visit
K26-2079-CATWM — TOAN TRUNG TANG (Claim PA2-2-001133) · 4 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-07 vs PSA=2026-06-30 (differ by 7d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-07 vs PSA=2026-07-01 (differ by 6d)
[Encircle date mismatch] Encircle's first photo (2026-07-01) doesn't match XactAnalysis Date Inspected (2026-07-07) -- differ by 6d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-01) -- a good sign the job has actually started, not just been documented in a single visit
[Stale field notes] No field-relevant PSA note in the last 14 days (last note: 2026-07-09 11:53:50 AM)
[Encircle date mismatch] Encircle's first photo (2026-06-30) doesn't match XactAnalysis Date Inspected (2026-07-02) -- differ by 2d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-30) -- a good sign the job has actually started, not just been documented in a single visit
K26-2082-CATWM — Joy Laycock (Claim 000-00-260083) · 1 flag(s)
PM: Kyle Brandon · XactAnalysis Status: Canceled · Workflow: Not Sold
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-06-30) -- a good sign the job has actually started, not just been documented in a single visit
K26-2083-CATWM — Antonio Hernandez Huetos (Claim AA2-2-006507) · 4 flag(s)
[Notes flag pending action] Note from 2026-07-22 8:24:16 AM may describe outstanding work: "...now affected. Along with the areas we already removed. Will need to pack out entire basement and continue removals"
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-22 11:59:00 PM): Schedule Additional Removals -- m, laundry room, and office are now affected. Along with the areas we already removed. Will need to pack out entire basement and continue removals
[Encircle date mismatch] Encircle's first photo (2026-07-01) doesn't match PSA's Job Started date (2026-07-16) -- differ by 15d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-01) -- a good sign the job has actually started, not just been documented in a single visit
[Date mismatches] Date contacted: XactAnalysis=2026-07-02 vs PSA=2026-06-30 (differ by 2d)
[Notes flag pending action] Note from 2026-06-30 10:21:19 AM may describe outstanding work: "Coverage pending: basic emerg only up to $3,500"
[WO scheduling notes] WO 8917 - HMI Testing (HMI Testing) scheduled 2026-07-04 8:00:00 AM note: "Coverage is confirmed"
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-02) -- a good sign the job has actually started, not just been documented in a single visit
K26-2085-CATWM — John Rose (Claim AA2-2-006519) · 1 flag(s)
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-01) -- a good sign the job has actually started, not just been documented in a single visit
K26-2086-CATWM — DAVID VANDELIGT (Claim 000-00-257209) · 5 flag(s)
[Date mismatches] Date contacted: XactAnalysis=2026-07-13 vs PSA=2026-06-30 (differ by 13d)
[Date mismatches] Date inspected: XactAnalysis=2026-07-13 vs PSA=2026-07-02 (differ by 11d)
[Notes flag pending action] Note from 2026-07-21 1:17:20 PM may describe outstanding work: "The crew will need to bring the supplies, this includes a vacuum. Remove all panel wall boards and insulation. Drywall re..."
[Encircle date mismatch] Encircle's first photo (2026-07-03) doesn't match XactAnalysis Date Inspected (2026-07-13) -- differ by 10d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-03) -- a good sign the job has actually started, not just been documented in a single visit
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-03)
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-03) -- a good sign the job has actually started, not just been documented in a single visit
K26-2088-CATWM — Barry Zukewich (Claim AA2-2-006520) · 2 flag(s)
[Encircle date mismatch] Encircle's first photo (2026-07-06) doesn't match XactAnalysis Date Inspected (2026-07-03) -- differ by 3d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-06) -- a good sign the job has actually started, not just been documented in a single visit
K26-2089-CATWM — DEBORA CHINCHILLA CARO (Claim AA2-2-006508) · 3 flag(s)
[Notes flag pending action] Note from 2026-07-02 9:34:29 PM may describe outstanding work: "...cannot be adequately dried should be removed and replaced. Follow-up moisture readings should be completed throughout the drying process to verify that the roof assembl..."
[Encircle date mismatch] Encircle's first photo (2026-07-02) doesn't match PSA's Job Started date (2026-07-07) -- differ by 5d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-02) -- a good sign the job has actually started, not just been documented in a single visit
[Stale field notes] No field-relevant PSA note in the last 14 days (last note: 2026-07-07 10:13:31 AM)
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-02) -- a good sign the job has actually started, not just been documented in a single visit
K26-2094-CATWM — Ralph Davis Scragg (Claim AA2-2-006473) · 5 flag(s)
[Missing Work Orders] XactAnalysis shows this job as active/delivered but PSA has no Work Order recorded for it -- though other PSA activity suggests work is underway: Encircle field note on file (1, last 2026-07-03 5:56:56 PM); XactAnalysis Workflow Status: Site Inspected
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-22 11:59:00 PM): [HIGH PRIORITY] Adjuster Note -- There is a note from you July 9th that we will complete removals, note from adjuster on 21st asking if they are done? Doesnt look like anything has started yet?
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-04)
[Encircle docs, no Work Order] Encircle has field documentation (notes/photos) for this claim but PSA has no Work Order recorded -- likely means work has started and the WO paperwork hasn't caught up
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-03) -- a good sign the job has actually started, not just been documented in a single visit
PM: (unassigned) · XactAnalysis Status: Delivered · Workflow: Site Inspected
[Dates only in one system] Date of loss: only recorded in one system (PSA blank) -- XactAnalysis=2026-06-26, PSA=-
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-01, PSA=-
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-02, PSA=-
[Notes flag pending action] Note from 2026-07-16 10:10:51 AM may describe outstanding work: "Waiting on results from asbestos sampling."
[WO scheduling notes] WO 8894 - Inspection (Inspection) scheduled 2026-07-03 2:00:00 PM note: "Coverage is not yet confirmed"
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-04)
[Encircle date mismatch] Encircle's first photo (2026-07-04) doesn't match XactAnalysis Date Inspected (2026-07-02) -- differ by 2d
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-04) -- a good sign the job has actually started, not just been documented in a single visit
[Dates only in one system] Date contacted: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-07-01
[Dates only in one system] Date inspected: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-07-02
[Notes flag pending action] Note from 2026-07-22 9:04:33 AM may describe outstanding work: "...6 09:53:02 To: Kristie Nobel (knobel@puroclean.ca) Subject: To-Do: [HIGH PRIORITY] Work Plan - 7/22/2026 11:59:00 PM K26-2096-CATWM - BRIAN MCCLELLAND LAURIE MCCLELL..."
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-22 11:59:00 PM): [HIGH PRIORITY] Work Plan -- Create work plan, looks like a gas fireplace to be removed should we schedule gasfitter to disconnect now. What else do we need to do.
[WO scheduling notes] WO 8895 - inspection (Inspection) scheduled 2026-07-02 10:00:00 AM note: "Coverage confirmed"
[Stuck workflow status] Workflow Status stuck at '(blank)'
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-02) -- a good sign the job has actually started, not just been documented in a single visit
[Notes flag pending action] Note from 2026-07-22 9:04:33 AM may describe outstanding work: "...6 09:53:02 To: Kristie Nobel (knobel@puroclean.ca) Subject: To-Do: [HIGH PRIORITY] Work Plan - 7/22/2026 11:59:00 PM K26-2096-CATWM - BRIAN MCCLELLAND LAURIE MCCLELL..."
[PSA action items (To-Do)] PSA To-Do (Past Due, due 2026-07-22 11:59:00 PM): [HIGH PRIORITY] Work Plan -- Create work plan, looks like a gas fireplace to be removed should we schedule gasfitter to disconnect now. What else do we need to do.
[WO scheduling notes] WO 8895 - inspection (Inspection) scheduled 2026-07-02 10:00:00 AM note: "Coverage confirmed"
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-02) -- a good sign the job has actually started, not just been documented in a single visit
[Dates only in one system] Date contacted: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-07, PSA=-
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-07, PSA=-
[Notes flag pending action] Note from 2026-07-07 7:03:10 PM may describe outstanding work: "...oom is built up and will have a void underneath it, we will need to confirm that there is no standing water underneath by accessing it from the sides and or cutting ou..."
[Insured not yet contacted (WO note)] WO 8928 - Inspection (Inspection) scheduled 2026-07-05 1:00:00 PM, but its note says the insured hasn't been reached yet: "I have not contracted insured. Contact to arrange inspection"
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-08)
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-07) -- a good sign the job has actually started, not just been documented in a single visit
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-28, PSA=-
[Missing Work Orders] XactAnalysis shows this job as active/delivered but PSA has no Work Order recorded for it -- though other PSA activity suggests work is underway: XactAnalysis Workflow Status: Site Inspected
[Encircle docs, no Work Order] Encircle has field documentation (notes/photos) for this claim but PSA has no Work Order recorded -- likely means work has started and the WO paperwork hasn't caught up
[Date mismatches] Date contacted: XactAnalysis=2026-07-23 vs PSA=2026-07-15 (differ by 8d)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-26, PSA=-
[WO scheduling notes] WO 9135 - Inspection (Inspection) scheduled 2026-07-26 8:00:00 AM note: "Told Homeowner you would give 1 hr heads up to attend this am."
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-26) -- a good sign the job has actually started, not just been documented in a single visit
K26-2156- — Mark Hall (Claim 000-00-269551) · 2 flag(s)
[Dates only in one system] Date inspected: only recorded in one system (PSA blank) -- XactAnalysis=2026-07-26, PSA=-
[WO scheduling notes] WO 9137 - Inspection (Inspection) scheduled 2026-07-26 8:00:00 AM note: "Left message. He followed up last week for inspection and is close to Peggy"
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-27)
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-26) -- a good sign the job has actually started, not just been documented in a single visit
[Missing Work Orders] XactAnalysis shows this job as active/delivered but PSA has no Work Order recorded for it -- though other PSA activity suggests work is underway: XactAnalysis Workflow Status: Customer Contacted
[Encircle docs, no Work Order] Encircle has field documentation (notes/photos) for this claim but PSA has no Work Order recorded -- likely means work has started and the WO paperwork hasn't caught up
K26-2162-CATWM — Shu-Fen Williams (Claim 5421045716475) · 1 flag(s)
[Encircle issues] Encircle has newer field activity than the PSA export shows (latest Encircle note: 2026-07-28)
[Encircle activity after first photo] Encircle activity (a note or later photos) happened on a different day than the first photos (2026-07-28) -- a good sign the job has actually started, not just been documented in a single visit
[Dates only in one system] Date contacted: only recorded in one system (XactAnalysis blank) -- XactAnalysis=-, PSA=2026-07-23
[Stuck workflow status] Workflow Status stuck at '(blank)'
2. Missing Work Orders
XactAnalysis shows these jobs active/delivered but PSA has no Work Order recorded (checked by job number and by address). Days Pending is XactAnalysis's own aging clock — a proxy for how long the job has been outstanding. Split by whether other PSA activity (subtrade contact, Encircle field note, workflow progress) suggests work has actually started despite the missing paperwork.
2a. No sign of work started yet (0) — needs a nudge
None.
2b. Work already underway — WO paperwork gap (4)
Job
Customer
PM
Days Pending
Evidence work has started
K26-2064-CATWM
Corey Clark
Kyle Brandon
27.94
Subtrade Communications note on file (3, last 2026-07-11 8:56:52 AM); XactAnalysis Workflow Status: Job Started
K26-2094-CATWM
Ralph Davis Scragg
Kyle Brandon
21
Encircle field note on file (1, last 2026-07-03 5:56:56 PM); XactAnalysis Workflow Status: Site Inspected
K26-2150-CATWM
Myles Gauthier
Kyle Brandon
8.1
XactAnalysis Workflow Status: Site Inspected
K26-2161-CAT-OTM
David Conlin
Kyle Brandon
7.98
XactAnalysis Workflow Status: Customer Contacted
3. Not yet in PSA
XactAnalysis assignments with no confident match to a PSA job. Confirm whether a job should be created, or whether this claim belongs to Edmonton's own local workflow outside Kelowna's PSA.
Claim
Policyholder
Address
PM
Status
Flags
5421045514756
Kayleigh Cline (Gen)
10811 65 AVE NW
Kyle Brandon (kyle_brandon)
Canceled
Workflow Status stuck at '(blank)'
5421045715908
Lucas Knight (Urg)
12152 91 ST NW
Kyle Brandon (kyle_brandon)
Reassigned
XactAnalysis Status = Reassigned; Workflow Status stuck at '(blank)'
5421045725502
Marcos Valdes (Urg)
8604 56 ST NW
Kyle Brandon (kyle_brandon)
Canceled
Workflow Status stuck at '(blank)'
5421045717089
Omar Abouzeenni (Gen)
8524 136 AVE NW
Kyle Brandon (kyle_brandon)
Reassigned
XactAnalysis Status = Reassigned; Workflow Status stuck at '(blank)'
000-00-258473
Rgmm Developments Inc
7606B 87 ST NW
Kyle Brandon (kyle_brandon)
Delivered
PA2-2-001049
Virpal Khosa & Rajinder Khosa
3752 12 ST NW
Kyle Brandon (kyle_brandon)
Delivered
4. Looking good
None yet.
5. Match-confidence appendix
Fuzzy name matches (score 0.80–0.90) worth a human glance.
None — all matches were high-confidence.
6. Possible duplicate PSA jobs
Two different PSA job numbers whose Claim Number points at the exact same real insurance claim — likely a duplicate/re-entered job, not two separate pieces of work (a CATWM/CNT or CATWM/WR split on the same base job number is a normal structure+contents or CAT+repair split and is not flagged here).
Live Encircle (field notes/photos) vs this PSA export, for every Edmonton job with an Encircle claim found by job number.
Job
Customer
PSA notes (latest)
Encircle notes (latest)
Photos (latest)
Flag
K26-2024-CATWM
Elyse Danchuk
10 (2026-07-28)
3 (2026-07-28)
200+ (2026-07-24)
OK
K26-2026-CATWM
Elyse Danchuck
0 (-)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2027-CATWM
Kelly & Dudley Aimable
2 (2026-07-27)
1 (2026-07-27)
40 (2026-06-26)
OK
K26-2028-CATWM
Erin Finlayson
2 (2026-07-27)
1 (2026-07-27)
56 (2026-06-26)
OK
K26-2029-CATWM
Harry & Brenda Gerdel
2 (2026-07-27)
2 (2026-07-27)
37 (2026-07-24)
OK
K26-2030-CATWM
Timothy Peters
2 (2026-07-27)
2 (2026-07-27)
200+ (2026-07-21)
OK
K26-2031-CATWM
GEORGE & TARA LAMBERT
2 (2026-07-27)
2 (2026-07-27)
200+ (2026-07-28)
OK
K26-2032-CATWM
WENDY PEACOCK
3 (2026-07-27)
3 (2026-07-27)
173 (2026-07-13)
OK
K26-2033-CATWM
Charles Rahall
0 (-)
0 (-)
1 (2026-06-29)
OK
K26-2034-CATWM
Cristal Goodman
0 (-)
0 (-)
0 (-)
OK
K26-2035-CATWM
Angie Bugera-Matheson
2 (2026-07-27)
2 (2026-07-27)
52 (2026-06-29)
OK
K26-2036-CATWM
AARON DENT
4 (2026-07-27)
4 (2026-07-27)
121 (2026-07-24)
OK
K26-2037-CATWM
DAVE WATSON BUFFY WATSON
2 (2026-07-27)
1 (2026-07-27)
143 (2026-06-27)
OK
K26-2038-CATWM
ELISABETH PERNEEL
5 (2026-07-27)
4 (2026-07-27)
200+ (2026-07-04)
OK
K26-2039-CATWM
GERRIT WELLER
1 (2026-06-29)
2 (2026-07-27)
144 (2026-06-29)
SYNC_LAG
K26-2040-CATWM
Kiara Mclaughlin
0 (-)
0 (-)
0 (-)
OK
K26-2041-CATWM
Charles Bonsant
4 (2026-07-27)
4 (2026-07-27)
200+ (2026-07-08)
OK
K26-2043 CAT-CNT-CNT
Christine Irene White
0 (-)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2043-CATWM
Christine Irene White
10 (2026-07-27)
9 (2026-07-27)
200+ (2026-07-22)
OK
K26-2044-CATWM
Laura Cuff
5 (2026-07-27)
5 (2026-07-27)
200+ (2026-07-28)
OK
K26-2045-CATWM
Joe Guevarra
1 (2026-07-27)
1 (2026-07-27)
131 (2026-07-16)
OK
K26-2046-CATWM
Anne-Marie Burke
2 (2026-07-27)
2 (2026-07-27)
35 (2026-06-28)
OK
K26-2047-CATWM
Bridget Staso
0 (-)
0 (-)
0 (-)
OK
K26-2048-CATWM
LORRAINE MCKAY
1 (2026-07-25)
1 (2026-07-25)
34 (2026-07-28)
OK
K26-2049-CATWM
KAREL JOSE
3 (2026-07-27)
4 (2026-07-27)
85 (2026-07-27)
OK
K26-2050-CATWM
HEIDY JOSE
0 (-)
0 (-)
0 (-)
OK
K26-2051-CATWM
Kyle Howard
4 (2026-07-27)
2 (2026-07-27)
200+ (2026-07-21)
OK
K26-2052-CATWM
Shane Warrick
0 (-)
0 (-)
80 (2026-07-13)
OK
K26-2053-CATWM
Wayne Field
3 (2026-07-13)
3 (2026-07-13)
154 (2026-07-24)
OK
K26-2054 - CAT CNT-CNT
Miles Straka
2 (2026-07-06)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2054-CATWM
Miles Straka
3 (2026-07-22)
3 (2026-07-22)
61 (2026-07-22)
OK
K26-2055-CATWM
Minh Dieu (Kevin) Lu
2 (2026-07-27)
2 (2026-07-27)
200+ (2026-07-27)
OK
K26-2056-CATWM
Maninder Singh
4 (2026-07-27)
3 (2026-07-27)
200+ (2026-07-14)
OK
K26-2057 - CAT CNT-CNT
DHIRAJ BATRA
0 (-)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2057-CATWM
DHIRAJ BATRA
4 (2026-07-27)
3 (2026-07-27)
149 (2026-07-14)
OK
K26-2058-CATWM
Charles Rahall
0 (-)
0 (-)
0 (-)
OK
K26-2059-CATWM
CONNOR CORSARO
4 (2026-07-17)
2 (2026-07-05)
200+ (2026-07-12)
OK
K26-2060-CATWM
BRIDGET STASOW
1 (2026-07-23)
1 (2026-07-23)
0 (-)
NO_PHOTOS
K26-2061-CATWM
2297635 Alberta Ltd.
2 (2026-07-04)
2 (2026-07-04)
131 (2026-07-04)
OK
K26-2062-CATWM
2297635 Alberta Ltd.
2 (2026-07-04)
2 (2026-07-04)
108 (2026-07-04)
OK
K26-2063-CATWM
AMIR HAMAM
1 (2026-06-29)
1 (2026-06-30)
81 (2026-06-30)
SYNC_LAG
K26-2063-WR
AMIR HAMAM
1 (2026-06-29)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2064-CATWM
Corey Clark
0 (-)
0 (-)
110 (2026-07-03)
OK
K26-2066-CATWM
Jennifer Hareuther
4 (2026-07-20)
2 (2026-07-09)
200+ (2026-07-23)
OK
K26-2067-CATWM
Allen Priebe
2 (2026-07-27)
2 (2026-07-27)
139 (2026-07-14)
OK
K26-2068 - CAT CNT-CNT
COTY AAMOT
3 (2026-07-06)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2068-CATWM
COTY AAMOT
6 (2026-07-27)
3 (2026-07-22)
200+ (2026-07-07)
OK
K26-2069-CATWM
Neil Van Iderstine
1 (2026-06-30)
1 (2026-06-30)
76 (2026-06-30)
OK
K26-2070-CATWM
TRACY MARTIN & JASON MALONEY
1 (2026-06-30)
1 (2026-06-30)
92 (2026-07-28)
OK
K26-2071-CATWM
Thomas Watt
2 (2026-07-07)
1 (2026-07-07)
36 (2026-07-09)
OK
K26-2072-CATWM
LINDSAY MANTYKA
3 (2026-07-03)
3 (2026-07-04)
107 (2026-07-11)
SYNC_LAG
K26-2073-CATWM
MATHEW MORPHY
1 (2026-06-30)
1 (2026-06-30)
64 (2026-07-01)
OK
K26-2074-CATWM
Sabrina Hall
2 (2026-07-05)
3 (2026-07-23)
200+ (2026-07-11)
SYNC_LAG
K26-2075-CATWM
Kevin Leigh
2 (2026-07-05)
2 (2026-07-05)
200+ (2026-07-14)
OK
K26-2076-CATWM
Barbara Michalyk
1 (2026-07-03)
1 (2026-07-03)
200+ (2026-07-19)
OK
K26-2077-CATWM
Mohan Singh
3 (2026-07-04)
1 (2026-06-30)
200+ (2026-07-16)
OK
K26-2078-CATWM
FILOMENA SCARSELLA
2 (2026-07-05)
2 (2026-07-05)
120 (2026-07-23)
OK
K26-2079 - CAT-CNT
TOAN TRUNG TANG
2 (2026-07-05)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2079-CATWM
TOAN TRUNG TANG
3 (2026-07-27)
3 (2026-07-27)
200+ (2026-07-24)
OK
K26-2081-CATWM
Sandra Kinoshita Jay Kinoshita
1 (2026-06-30)
1 (2026-06-30)
60 (2026-07-01)
OK
K26-2082-CATWM
Joy Laycock
1 (2026-07-01)
1 (2026-07-01)
62 (2026-07-01)
OK
K26-2083-CATWM
Antonio Hernandez Huetos
3 (2026-07-19)
2 (2026-07-19)
200+ (2026-07-27)
OK
K26-2083-CNT
Antonio Hernandez Huetos
0 (-)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2084-CATWM
GAVIN & LYNN GRATTON
4 (2026-07-21)
2 (2026-07-11)
200+ (2026-07-24)
OK
K26-2085-CATWM
John Rose
1 (2026-07-01)
1 (2026-07-01)
51 (2026-07-15)
OK
K26-2086- CAT-CNT
DAVID VANDELIGT
2 (2026-07-03)
0 (-)
0 (-)
NO_ENCIRCLE_CLAIM
K26-2086-CATWM
DAVID VANDELIGT
2 (2026-07-03)
2 (2026-07-03)
200+ (2026-07-24)
OK
K26-2087-CATWM
Brendan Rowley
1 (2026-07-02)
1 (2026-07-03)
42 (2026-07-07)
SYNC_LAG
K26-2088-CATWM
Barry Zukewich
3 (2026-07-27)
3 (2026-07-27)
200+ (2026-07-17)
OK
K26-2089-CATWM
DEBORA CHINCHILLA CARO
3 (2026-07-28)
3 (2026-07-28)
24 (2026-07-28)
OK
K26-2090-CATWM
JANICE FERGUSON
1 (2026-07-03)
1 (2026-07-03)
50 (2026-07-06)
OK
K26-2093-CATWM
Marissa Ruggles
0 (-)
0 (-)
0 (-)
OK
K26-2094-CATWM
Ralph Davis Scragg
1 (2026-07-03)
1 (2026-07-04)
113 (2026-07-23)
SYNC_LAG
K26-2095-CATWM
Roxanne Giebelhaus
1 (2026-07-03)
1 (2026-07-04)
63 (2026-07-12)
SYNC_LAG
K26-2096-CATWM
BRIAN MCCLELLAND LAURIE MCCLELLAND
1 (2026-07-03)
1 (2026-07-03)
79 (2026-07-15)
OK
K26-2097-CATWM
Kevin Sembaliuk
0 (-)
0 (-)
0 (-)
OK
K26-2103-CATWM
Constance Shore
1 (2026-07-06)
1 (2026-07-06)
43 (2026-07-06)
OK
K26-2104-CATWM
Trapp, Jeremy
0 (-)
0 (-)
0 (-)
OK
K26-2105-CATWM
Amir Hamam
0 (-)
0 (-)
0 (-)
OK
K26-2106-CATWM
Samantha Hardeman
1 (2026-07-08)
1 (2026-07-08)
97 (2026-07-09)
OK
K26-2107-CATWM
Ken Feth
1 (2026-07-06)
1 (2026-07-06)
114 (2026-07-06)
OK
K26-2108-CATWM
Geraldine Gibbens
1 (2026-07-07)
1 (2026-07-08)
194 (2026-07-24)
SYNC_LAG
K26-2150-CATWM
Myles Gauthier
0 (-)
0 (-)
21 (2026-07-28)
OK
K26-2151 - CAT Repair-WR
Eleanor Boddy
0 (-)
0 (-)
0 (-)
OK
K26-2152-CATWM
Greg Zuk
0 (-)
0 (-)
26 (2026-07-28)
OK
K26-2153-CATWM
Nekayla Beddow
0 (-)
0 (-)
1 (2026-07-28)
OK
K26-2154- CAT-CNT
Rene Mahe
0 (-)
0 (-)
0 (-)
OK
K26-2155-WM
Peggy Supruniuk
2 (2026-07-28)
2 (2026-07-28)
59 (2026-07-28)
OK
K26-2156-
Mark Hall
0 (-)
0 (-)
0 (-)
OK
K26-2157-CATWM
Kevin Letcher
2 (2026-07-26)
2 (2026-07-27)
65 (2026-07-28)
SYNC_LAG
K26-2158-CATWM
Michele Moscicki
0 (-)
0 (-)
0 (-)
OK
K26-2159-CATWM
Carmen Legge
0 (-)
0 (-)
0 (-)
OK
K26-2160-CATWM
Sevim Kocak
0 (-)
0 (-)
0 (-)
OK
K26-2161-CAT-OTM
David Conlin
0 (-)
0 (-)
3 (2026-07-28)
OK
K26-2162-CATWM
Shu-Fen Williams
0 (-)
0 (-)
32 (2026-07-28)
OK
K26-2163-CATWM
Antonio Bruni
0 (-)
0 (-)
0 (-)
OK
K26-2164-CATWM
Sheena Abar-Iyamu
0 (-)
1 (2026-07-28)
11 (2026-07-29)
SYNC_LAG
K26-2165-CATWM
Shiraz Mithani
0 (-)
0 (-)
0 (-)
OK
K26-2166-CATWM
Napatsakorn Ponpichetkul
0 (-)
0 (-)
8 (2026-07-28)
OK
K26-2167-CATWM
Maria Luisa Castro Faurillo
0 (-)
0 (-)
0 (-)
OK
K26-2168-CATWM
Neil Macleod
0 (-)
0 (-)
0 (-)
OK
K26-2169-CATWM
Carmen Legge
0 (-)
0 (-)
56 (2026-07-28)
OK
K26-2170-CATWM
Mark Hall
1 (2026-07-28)
1 (2026-07-28)
26 (2026-07-28)
OK
K26-2172-CATWM
Olabisi Aluko
0 (-)
0 (-)
0 (-)
OK
K26-2173-CATWM
Martin Saunders
0 (-)
0 (-)
0 (-)
OK
K26-2174-CATWM
Ellen Hughes
0 (-)
0 (-)
0 (-)
OK
K26-2177-CATWM
Dylan Ammar
0 (-)
0 (-)
0 (-)
OK
K26-2178-CATWM
Nigel Pronovost
0 (-)
0 (-)
0 (-)
OK
K26-2180-CATWM
Strong Pilates
0 (-)
0 (-)
200+ (2026-07-27)
OK
K26-2186-CATWM
Michele Moscicki
0 (-)
0 (-)
9 (2026-07-28)
OK
8. PSA jobs missing from XactAnalysis
Open PSA jobs under Kyle Brandon with no matching claim anywhere in today’s XactAnalysis export — the reverse of section 3. Could mean a PM-field mismatch in XactAnalysis, a missing/incorrect claim number in PSA, or a claim that’s aged out of search.