Setting Up Estimate Review

The Setup defines the operating environment, authentication, preferences, and start-up options for Estimate Review.

Note: Before you can review any estimates, you must first complete Setup and Download or Create a profile.

Setup must be completed and saved before you can review an estimate, even if you plan to use the default settings.

  • Automatic Reviewreviews estimates automatically, as soon as an .ems file is detected.

ClosedTo set up Estimate Review

  1. Open Estimate Review.
  1. On the Main screen, click Preferences.
    The Preferences window appears.
  2. Verify that the Platform Settings, Review Options, and EMS Path settings are correct.
  • If you need to change a path, click the corresponding Browse button and do the following:
  1. Under Choose a Drive, select the appropriate drive for the path.
  2. Under Choose a Folder, navigate to the location where the files are.
  3. Click Set Path.
  1. Under Platform Settings, if you have not done so already, enter your Organization ID, User ID, and Password.

Note: For network installations, this step only needs to be performed on the master workstation.
  1. Under Review Options, do the following:
  1. Determine how you want to review estimates.
  2. To review estimates automatically, select Review Estimates Automatically.
  3. To review estimates manually, select Review Estimates On Demand.
  1. (Network Installations only) To limit the review to estimates prepared by a specific person, enter the User First Name and User Last Name.

    Note: If you do not use UltraMate and you share the output folder with other users, but want to review only your own estimates, type your name exactly as it appears in Audatex and CCC.

  • All estimates will be reviewed if the name fields are left blank.
  1. Determine how you want to select profiles.
  • Assisted Profile Selection
  • Manual Profile Selection

    Note: Assisted Profile Selection is the default and should not be changed for most users.

  1. Under EMS Path, for each estimating system you use, confirm the check boxes are selected and the EMS Export paths are correct.
  • If you need to change any settings in the EMS path area, select the EMS Path check box.

The EMS Export path for Mitchell is set automatically during installation. For instructions on how to find the EMS Export path for non-Mitchell estimating systems, click Instructions.

  1. When Setup is complete, click Main to return to the main screen. When prompted to save the settings, click Yes.

Estimate Review returns to the background and the (Watching) icon appears in the Notifications area (System Tray).

Reference

Platform Settings

Destination Path

The path where the Estimate Review program is installed. Your profiles are also located here.

Log Path

The path where you want the log file saved.

Installation Type

Shows whether the installation is Single-user or Multiuser.

User First Name
User Last Name

(Network Installations Only) If you share the output folder with other users but want to review only your own estimates, type your name exactly as it appears in ADP and CCC. Leave these fields blank if you want to review estimates from all users.

Network

The path where the Estimate Review program files are located on the network, if applicable.

Organization ID

User ID

Password

Enter the Organization ID, User ID, and Password that were provided either by Mitchell or the insurance carrier.

Automatic Profile Download

Select this check box if you want Estimate Review to check for new profiles every 24 hours. If your computer has been shut down for more than 24 hours, Estimate Review will check for new profiles when you start up.

Review Options

Review Estimates Automatically

Select this option if you want to review estimates automatically.

Review Estimates On Demand

Select this option if you prefer to choose when an estimate is to be reviewed.

Assisted Profile Selection

Select this option if you want Estimate Review to help with your profile selection. This default setting should not be changed unless instructed by a Mitchell technician.

Manual Profile Selection

Select this option if you prefer to select profiles manually.

EMS Path

The paths to the UltraMate and non-Mitchell EMS export folders.

EMS Path check box

Select to activate this area of the screen.

Instructions

Opens a document that explains how to find the EMS export folders for non-Mitchell estimating programs.

Mitchell, CCC®, AudatexSM

Select the check box for each company's estimating system you use and then click Browse to navigate to the EMS Export path.

Main

Saves your settings and returns you to the Main screen.