Welcome to Mitchell Connect

General account settings like shop information, user management, journal/message templates, and notification settings are completed in Mitchell Connect:

1. Create your account.

2. Configure shop information.

3. Set default landing page (optional).

4. Set up users:

   • Add user accounts

   • Manage user accounts

   • Set user account permissions

5. Set notification preferences to receive email notifications and in-app notifications.

6. Create and manage journals (messages) templates you can send between shops, appraisers, and insurance companies. Use these journals to help keep track of jobs and estimates.

See the steps below to start using Mitchell Connect:

Note: The order of these steps may vary depending on the insurance company workflow.

1. Receive your first assignment.

   Tip: After you set up your account, you will receive email notifications of new assignments that automatically appear in Mitchell Connect, see New Assignment Notification.

2. View jobs and view assignment details.
3. If you receive a Repair Order, Communicate estimated completion date and update status (this may vary for different workflows).
4. Do one of the following based on the estimating software you use:

• Start your estimate using Mitchell Cloud Estimating

• Download assignment details to your third party estimating software and install the Mitchell Connect application (if prompted). Then complete the estimate in your third party estimating software.

5. Do one of the following based on the estimating software your use:

• Complete your estimate in Mitchell Cloud Estimating.

• Add the third party estimate to Mitchell Connect and configure your EMS path (if necessary).

6. Add photos and attachments.
7. Send estimate and artifacts to insurance.