Review

• From the Estimate Details, click Annotate for the estimate you want to review.

  The estimate opens in review/annotations view.

Estimate History displays in the Estimate view under History.

1. In the Estimate view, click History to open a list of estimate versions.
2. Click an estimate to view the Estimate Report.
3. To the right of the Estimate view, click Photos to view the photos associated with the estimate.

Compliance results and comments display to the right of the Estimate view, under Compliance.

1. To the right of the Estimate view, click Compliance.
2. Click a Line number to go to that line of the estimate.
3. Click the list next to the Line number, to change its label, e.g., Comment, Warning, Error, Ignore.
4. Click Edit Comment to add a new comment or to edit an existing comment.
5. After adding or editing a Compliance Comment, click Done.

Profile information displays in the Estimate view, under Profile. The estimate profile includes tax, refinish, material, and parts information. Labor Rates is the only editable Profile card.

1. In the Estimate view, click Profile.

2. Click a Labor Rate to open the Labor Rate box and edit that rate.

3. At the bottom of the Labor Rate card, click Add New to open the Labor Rate box and add a new labor rate, e.g., Body, Frame, Glass, Mechanical, Paintless Dent Repair.

   Edited or added items appear in bold text on the Labor Rates card.

1. In the Estimate view, click an estimate line to edit.
2. In the estimate line window, edit the estimate line.
3. After editing the estimate line, choose a Comment Category, e.g., Additional Operations - Alignment, Body, Misc, R&I, Refinish.
4. Enter a Comment.

1. In the Estimate view, click +Add Line.
2. In the estimate line window, enter a Description.
3. Click either the Parts & Labor or Adjustments & Other Charges to define the type of line you want to add.
4. Complete the fields for the type of line you want to add.

1. In the Estimate view, click the line you want to delete from the estimate.

2. In the estimate line window, click Strikethrough Line, .

3. Choose a Comment Category, e.g., Additional Operations - Alignment, Body, Misc, R&I, Refinish.

   The line displays a line through the text (strikethrough).

1. Click Save as you are annotating and reviewing the estimate.
2. When you are done reviewing the estimate and making annotations, click Save & Complete to go to the supplement assignment page.
3. In the navigation panel, click Review to return to the Estimate view.

1. In the Estimate view, click an estimate line to open the estimate line window.

2. Click Revert to restore an existing line to its former state.

   Using Revert on an added line, removes the line from the estimate.

1. In the Estimate view, click an estimate line to open the estimate line window.
2. Click View alternate parts to display a list of available alternate parts.
3. Select an alternate part from the list.
4. Click Save to save your alternate parts selection.

1. In the Estimate view, click Admin to display claim and vehicle information for the estimate.
2. As required, click Comments to open the Admin Comment box to add a comment.

Use the following procedures to validate estimate changes.

View Totals

1. In the Estimate view, click the estimate net total at the top of the estimate to open the totals window.
2. Click lines with arrows to expand additional sections.
3. Click the net total at the top of the estimate to close the totals window.

Change the Estimate View

1. In the Estimate view, click Change View at the top of the estimate.
2. Choose one or more of the view options, e.g., Show Original Values, Delts, Modified Lines.

View Reports

1. In the Estimate view, click the reports icon to open the Reports menu.

2. Choose a report option.

   The report opens in a new window. If the report window does not open, check your pop-up settings.