Merge Assignment with Mitchell Cloud Estimating Estimate

Use the merge feature to merge an estimate or a job you created for a walk-in customer with an assignment sent from an insurance company. This feature avoids duplicate jobs when you complete an estimate for a walk-in customer before you receive an assignment from an insurance company. This feature also prevents you from having to enter administrative information manually, as the information sent from the insurance company is merged with the job you created.

This feature includes the option to merge:

Estimate lines and attachments only.
Estimate lines, attachments, and administrative information (like contacts).

The status on the job with the original estimate is changed to Closed to avoid confusing that job with the new assignment.

Note: This feature is not available to all users. Review the workflow guide for your insurance company partners for more information.

How to

Merge Walk-In Job or Mitchell Cloud Estimating Estimate Assignment

Open the assignment job you want to merge.
On the Job Overview page, select Job Actions at the top of the page.
Select Merge.

The Select Job to Merge window appears and provides close matches based on vehicle and owner information. Use the Modified in Last filter to filter the list by days if needed. Select the job, and then select Select Job.
Select one of the following in the Specify Information to Merge window:

Merge estimate line data: Merge estimate line data, vehicle information, notes, and attachments. Vehicle information from your walk-in job overwrites vehicle information in the assignment. Attachments on your walk-in assignment are migrated to the assignment.
Merge estimate line data and Job Information: Merge estimate line data, vehicle information, notes, contact information, and insurance information. Vehicle information, contact information, and insurance information (if available) from your walk-in job overwrites vehicle information in the assignment. (For example: The person who brought the vehicle in may be different than the insured and you would rather contact the person that dropped off the vehicle). Attachments on your walk-in assignment are migrated to the assignment.

Note: Insurance information for Mitchell Cloud Estimating estimates are not overwritten in the merge process. Third party estimating systems overwrite insurance information if selected.

Assignments for third party estimates require a PDF attachment of the estimate. In the Add Estimate window, drag the PDF to the space indicated or click Browse to navigate to your file.

Note: PDF estimate attachments are only required for non Mitchell Estimates. Mitchell Cloud Estimating PDF is already available.