List View

Use the List View tab to manage your shop's opportunities (potential jobs). All opportunities are listed on the List View tab, and they can be any of the following:

Opportunities manually created in RepairCenter.
Estimates imported from an estimating program.
Assignments from insurance companies.

Perform the following opportunity-related tasks on the List View tab:

Access an opportunity.
Find an opportunity.
Create an opportunity.
Convert an opportunity into a repair order.
Merge an opportunity with a repair order or opportunity.
Delete or cancel an opportunity.
Send an estimate, supplement, and attachments.
Manage customer pay estimates.
Request, accept, or reject assignments.
Manage an opportunity's web status.

Note: Performing some of these tasks requires the Edit Opportunities permission. For more information about permissions, see Security groups.

How to

Reference

Columns

Name	Use
Appointment	The date and time of the customer's appointment with the estimator to write an estimate.
Arrived	The date the vehicle arrives at the shop for repair.
Attachments	A Camera symbol means that the opportunity includes attachments.
CSR	The customer service representative (CSR) handling the estimate.
EE	Estimate Exists. A Y means that the opportunity includes an estimate, and an N means that it does not.
Estimate #	The estimate number generated by the program the estimate was written in.
Estimate Source	The program the estimate was written in.
Estimator	The estimator who created the estimate.
Insurance	The insurance company handling the claim.
Last, First	The primary contact's name.
ME	Marketing Exists. A Y means that marketing exists for this opportunity, and an N means that it does not.
NE	Notes Exist. A Y means that the opportunity includes notes, and an N means that it does not.
Opp #	The opportunity number.
Opportunity Created	The date the opportunity was created.
Opportunity Modified	The date and time of the most recent change to the opportunity.
Pending Tasks	A Task icon indicates that a task is pending for the job. To see which tasks are pending, click the icon to go to the Tasks tab.
Repair Assignment Status icons	Displays a symbol representing the status of the assignment, if applicable. Note: To find out what a symbol means, click Legend.
Request/Response Status	A Response Required symbol means that the opportunity has an assignment pending acceptance or rejection.
S#	The number of supplements. A zero (0) means that there aren't any supplements for the opportunity.
Status	The status of the opportunity: New, In Progress, Completed, or Cancelled.
Total	The estimate total.
Year, Make, Model	The basic vehicle information.

Buttons

Name	Use
	Use this button to refresh the tab.
Web Status Preview	Switch between the Web Status pane and the Preview pane (the selected button appears yellow). Click the arrow to show or hide the selected pane.
Accept Assignment	Accept an assignment from an insurance company. When the selected opportunity doesn't have an assignment, this button is disabled.
Apply	Applies the most recent filter settings
Convert to RO	Convert the selected opportunity into a repair order.
Estimate	Open the estimate analyzer to verify that the selected opportunity (estimate) meets all of the insurance company's requirements.
Legend	Display a list of the symbols and icons that can appear on the List View tab and what they represent.
Merge With	Merge the assignment with a repair order or another opportunity.
New	Create an opportunity.
Open	Click Open to go to the Overview tab for the selected job, or click the arrow to choose a tab.
Print	Click Print to print the cover sheet for the selected job, or click the Print arrow to choose a different report.
Request Assignment	Request an assignment from an insurance company. Requesting an assignment automatically creates an opportunity.
Reset	Return the filters to their default settings.
Search	Find an opportunity.
Send	Send the insurance company an estimate, supplement, and attachments for the selected job.
Show Notes	View notes for the selected opportunity.

Right-click options

Right-click an opportunity on the Opportunities list to access additional options and shortcuts.

Option	Use
Change Status	Point to this option to cancel an opportunity, reactivate a canceled opportunity, or choose a new status for the selected opportunity.
Delete	Click to delete the opportunity.
Export Estimate	Click to export the selected opportunity to your estimating program.
Mark as Unread	Click to bold the opportunity so that it appears unread.
Reject	Click to reject an assignment. When there the selected opportunity doesn't have an associated assignment, this option appears dimmed and is unavailable.
Reset Column Settings	Click to return the column width and order of appearance to the default settings.