Create an Opportunity

Sometimes you need to create an opportunity before you receive the insurance company's assignment. When you do receive the insurance company's assignment, you can merge it with the opportunity (or repair order).

When you create an opportunity, you enter administrative information about the vehicle, insurance, and people related to an opportunity on the Admin tab. The only required field is easily identified by an asterisk at the beginning of the field. Which field is required depends on whether the owner is a person or a business.

For more information about each of the sections and their fields, see Admin.

Note: Although you can create an estimate in RepairCenter and export the administrative information to an estimating system, it is highly recommended to always start your estimate in the estimating system of your choice and from there, RepairCenter will show the estimate shell as an Opportunity once you export the EMS files. This will ensure all the data you enter will transfer to RepairCenter. Only limited Administrative information can transfer from RepairCenter to your estimating system so you may still have some double entry to do. If you start with the estimating system, no double entry will be required.

How to

  1. On the toolbar, click Jobs, then click List View.
  2. On the List View tab, click New. The Admin window appears.
  3. In the Contacts section, in the Last Name box, type the owner's last name. (If the owner is a business, select the Business check box, and then type the Company Name.)
  4. Identify the vehicle (required to write an estimate) by one of two methods:

    ClosedVIN Decode

    1. In the Identification subsection, in the VIN box, enter the 17-character VIN.

    2. Click Decode.
    • If the VIN does not fully decode because there are multiple options for any part of the vehicle configuration, select the correct option in the expanded list. Continue selecting options as they expand until the vehicle is fully identified.

    ClosedManual Decode

    1. In the Identification subsection, select the VIN Unknown check box.
    2. Click the arrow in each of the vehicle configuration lists (Type, Year, etc.) to select an option from that list until the vehicle is fully identified.

      RepairCenter may automatically enter some of the configuration information as you move through the lists. Some lists may appear dimmed if they become unavailable.

  5. Complete any other fields.
  • At any point before clicking Create, you can click Cancel to cancel the opportunity and return to the List View.
  1. Click Create to create the opportunity.
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