Opportunities and Estimates Overview Tab

Use the Opportunities and Estimates Overview tab to view a snapshot of selected Opportunities and Estimates that have not yet been converted to Repair Orders. The tab provides an overview of all the current details for the potential job, divided into sections. Each section includes links to other tabs that provide more details.

This tab includes four sections:

  • Admin & Vehicle shows basic Opportunity information.
  • Estimate shows information about parts and labor.
  • Scheduling shows scheduling information about Opportunities or Repair Orders.
  • Status shows the status of the Opportunity.
  • Notes show information entered by shop members.

Note: The tab shows all the sections your shop is licensed to. If you are not licensed for a section, the message "Module is not licensed" appears.

How to

Do one of the following:

  • Double-click an Opportunity from the List View tab.
  • Click the Overview tab from any open Opportunity.

Reference

The Admin & Vehicle section shows the basic Opportunity information including Customer, Vehicle, and Insurance information. Information displayed in this section comes from the opportunity's Admin & Vehicle > Contacts & Vehicle tab.  

Field Description
Customer Customer name, address, home phone, and work phone. Click Customer to view the contact information (see Contacts & Vehicle).
Vehicle Vehicle make, model, and Vehicle Identification Number. Click Vehicle to view vehicle information (see Contacts & Vehicle).
Insurance Insurance company name and address. Click Insurance to view insurance information (see Insurance).
Agent Insurance company agent.
CSI Request Sent Date the Customer Satisfaction Index survey was sent to the customer. Displays if you are licensed for Customer Experience Tools.
Claim Insurance claim number and deductible information.
Claim Contact Primary claim contact (if available).

The Status section shows the status of the Opportunity, if it was a referral or an assignment, and if it is included in the Batting Average analysis (see Batting Average Analysis for more information).

The Estimate section shows basic information about estimate, parts, and labor.

Field Description
Lines A breakdown of the estimated repair lines by department. Click Lines to open the Estimate > Lines tab.
Parts The quantity of parts estimated.
Total The sum total of estimated expenses for the opportunity.
Estimator Name of the originating estimator. Click Estimator to open the Admin & Vehicle > Estimator tab.
Estimator Source

The estimating system the original estimate was created:

  • MITCHEM: UltraMate
  • ADPEMS: Audatex
  • CCCEMS: CCC
  • Unknown: Repair Orders that do not have an associated estimate.

The number underneath the source is the Opportunity number.

Responsibility The amount the Insurance Company is expected to pay and the amount the Customer is expected to pay out of pocket. The Total displays the amount for the entire estimate.

The Scheduling section shows scheduling information for Opportunity or Repair Order. Click Dates manage dates and schedule appointments (see the Dates tab).

Tip: The Opportunity should be converted to a Repair Order prior to entering a Requested Delivery or an Arrived date. If entered in the Opportunity, it will be in the Repair Order when converted.

Field Description
Appointment Date and time of the appointment.
Expected Drop-off Date the vehicle is expected to be dropped off.
Requested Delivery Date the vehicle is expected to be delivered back to the customer.
Arrived Date the vehicle arrived at the shop.

Notes show information entered by shop members. See Notes for information on how to create and enter Opportunity notes.

Note Indicator Description
Critical Note Critical notes used to inform other shop members of important details.
Status Status show information from the List View Status section.
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