Admin Opportunity Management

Use the Admin page to manage opportunities. The Admin page is the main workspace for an opportunity. In this workspace, you can create a new opportunity, cancel an appointment for the opportunity, and review and update administrative information about the vehicle, insurance, and people related to the opportunity.

Use the Admin tab to create a new opportunity and to review and update administrative information about the vehicle, insurance, and people related to an opportunity or repair order. Some of the information on this tab is automatically added when you receive or merge an assignment.

The AdminAdmin tab page has Closedseven five sections. Once an opportunity is created, some of these sections include a read-only summary where you can view all available information for that section (to learn how to make this information editable, see "Edit administrative information" later in this topic). Missing information appears dimmed.

Section Description

Appointment

Use the Appointment section to review information about the appointment.

Contacts

Use the Contacts sectionto view and enter administrative information about the people related to the opportunity or repair order (owner, insured, claimant).

Primary Contact Default

When an opportunity is added in RepairCenter, the default Primary Contact is the owner. Most opportunities are created in an estimating system. When an estimate is written, the default Primary Contact is as follows:

  • If the Owner exists, the Owner is the Primary Contact regardless if the Insured and Claimant are present.
  • If Claimant and Insured exists, (but no Owner) the Claimant is the Primary Contact

Vehicle

Use the Vehicle section to view and enter a vehicle's identification, description, damage, and equipment.

Payer

Use the Payer section to view and specify who is paying for a repair.

Insurance

Use the Insurance section to view and enter information about the claim, insurance company, and people working on the claim (adjuster, agent).

Rental

Use the Rental section to view and enter information about the rental car.

Marketing

Use the Marketing sectionto view and enter information about what brought the opportunity to your business.

Manage

Use the Manage sectionof created opportunities or repair orders (ROs) to view and enter information about the primary contact's notification preferences, including advanced notification preferences.

Be sure to use the scroll bar to access all of the sections (or Closedclick a section name at the top of the window).

Note: The Admin tab is available with all RepairCenter licenses except QuickStart.

How to

  • In an open opportunity or repair order, click the Admin & Vehicle tab, and then click the Admin tab.
  • On the Opportunities list, double-click an opportunity. The opportunity opens to the Admin page.
  1. In the open opportunity or repair order, click the Admin tab.
  2. On the Opportunities list, double-click the opportunity to open the Admin page.
  3. Click the Edit arrow by the information you want edit.
  4. Add, modify, or delete information as needed.
  • At any point before saving, you can click CancelOpp. List to discard unsaved changes and return to the List View tab or Whiteboard tabOpportunities list.
  1. Click Save to save your work. You can also click Save & Send to save your changes and send the revised opportunity to the shop.

    Note: Sending the revised opportunity to the shop overwrites the shop's version of the opportunity.

Reference

Component Description

Expands the section.

Collapses the section to show only the section header.

Expands the subsection and makes the information editable.

Collapses the subsection for a read-only view of the fields.

Cancel

Opp. List

Discards unsaved changes and returns you to the Opportunities listList View or Whiteboard tab.

Create

Completes the creation of an opportunity.

Guided Tour

Provides a quick tour of the Admin tab.

Save

Saves changes to an existing opportunity or repair order creates a new one.

If no changes have been made, this button appears dimmed and is unavailable.

Save & Send

Saves changes to an opportunity and sends it to the appropriate shop, overwriting the version of the opportunity that the shop has.

If no changes have been made, this button appears dimmed and is unavailable.

Set Location

Sets which shop the opportunity will go to before you schedule the complete appointment.

If the location is already set, Edit Location is displayed instead.

Edit Location

If the location is set

If the location isn't set,

Cancel Appointment

Cancels the appointment.

This button is displayed once the appointment is scheduled. Otherwise, the