Customer Consent

Some provinces require customer consent before collecting contact information. Use the Customer Consent Approval Required workflow from the Customer Contact card to obtain approval from the customer.

Note: This feature is not available to all users. Workflow may vary by insurance company. Consult the insurance company's workflow guide to verify if this step is an option.

How to

Note: This feature is not required for all users. You will only need to obtain consent if the Customer Approval Required card appears on the Jobs Overview page or if you are otherwise prompted to do so.

  1. The Customer Approval Required window appears automatically when you open customer information while writing an estimate in Mitchell Cloud Estimating. You can also go to the Job Overview page, and then click the Customer Approval Required card.

  2. On the Customer Approval Required window, read the customer approval content to the customer.

  3. If the customer approves, click Accepts.
  4. Enter the contact information as needed.

  5. You can label the customer contact type by clicking any of the following buttons (required):
  • Owner
  • Insured
  • Claimant
  1. Click Save when all required customer contact fields have been completed.

Tip: You can add additional Party Types by clicking +Contact at the top of the page.