Auto-Export Estimate using EMS or BMS

Mitchell Cloud Estimating exports your finished estimate files as an Estimate Management Standard (EMS) or Business Management Suite (BMS) file format. EMS is a universal file format used to share and store estimate data across all major platforms. BMS is a proprietary file format used to share and store estimate data. These files allow you to share and save estimate information between your estimating system (CCC, ADP Audatex, etc) and Mitchell Connect. You can export these files up to ten designated file path(s).

Note: Automatic exporting is not available on tablet devices. You can only automatically export from Windows desktop or laptop devices.

How to

You can set the estimate to automatically export the estimate file in EMS or BMS format when the estimate is committed or while the estimate is in progress.

  1. From the Estimate page, click the arrow next to Export EMS.
  2. Select View Import/Export Settings.
  3. In the Export & Import Settings window, select either the EMS Export or BMS Export tabs and configure up to ten destination folders for export. If desired, select the Auto Export checkbox to export the configured EMS and BMS paths upon committing the estimate.

  4. Ensure the Auto Export checkbox is selected.

  5. Click Save.

  6. Click Done.

  7. Confirm that the export path is correct for any applications that may import the estimate data from this folder (e.g., management, paint, rental, etc.).

  1. Write the estimate.

Your estimate data is automatically exported to the desired file location(s) when you commit the estimate.

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