Send an Estimate, Supplement, and Attachments

Use the Attachments tab to send attachments and a committed (locked) estimate or supplement to the insurance company.

The estimate or supplement is automatically included on the Attachments tab, so all you need to do is add attachments (if needed) and send it.

Important: If your estimate is not committed (locked), go to your estimating program, commit the estimate, and then return to the Attachments tab in RepairCenter to send the estimate.

Before sending an estimate to insurance, use the Estimate Analyzer to verify that it meets all of the insurance company's requirements (if your shop has the Analyzer module).

How to

Send an estimate, supplement, or attachments

Open the opportunity or repair order you want to work in, and then click the Attachments tab.

or

On the List View tab, click to select the opportunity.
Click Send. The Share Estimate and Attachments dialog box appears, displaying the estimate lines on the Estimates tab.
Do one of the following:

To send an estimate, verify the Include Original check box is selected.
To send a supplement, verify the Include Supplement check box is selected.

Do one of the following:

To send only attachments, clear the Include Original or Include Supplement check box (whichever is displayed).
To send an estimate written in Mitchell Estimating, verify the Include Original check box is selected.
To send a supplement written in Mitchell Estimating, verify the Include Supplement check box is selected.
To send an estimate or supplement written in a third-party estimating program, click Attach Print Images. In the Attach Print Image dialog box, click Attach.

Click the Attachments tab, and then clear the check boxes of the attachments you don't want to submit.
If you don't want to send any attachments, click None.
Click Send.