Managing Profiles

Mitchell’s Estimate Review compares information in your estimates with guidelines that have been established in a profile. You can create your own profile (Full Edition), or use a prepared profile that has been saved to disk or downloaded from the Mitchell WorkCenter. A profile must be available before you can use either Compliance Utility or Estimate Review.

Note: Some features explained in the Help are unavailable in Compliance Utility. If you use the Full Edition (Estimate Review), the illustrations in this guide may differ slightly from what you see on the screen.

Each of the tabs in the Manage Profiles window allows you to establish a particular group of values or settings. When creating a new profile, you should consider each setting on each tab.

Note: You cannot edit Profiles that you receive from your compliance business partners.

Leaving a value blank causes the item to be ignored (without generating an alert). Any value greater than 0 (0.1 for labor units, 1.00 for dollars and tax rates) will generate an alert whenever the item appears on an estimate. Selecting non-numeric items, as those on the Admin Alerts tab, generates an alert whenever the item is missing from the estimate.

Viewing Profiles

This is the default selection when you open the Manage Profiles window and anytime you complete any other operation on a profile, such as viewing, finding, and importing.

Reference

Profile Sub-tabs

The Manage Profiles window includes the following tabs:

Rates

The Rates tab allows you to set labor rates, tax rates, and adjustments. Adjustments can be negative (discount) or positive (markup).

Admin Alerts

The Admin Alerts tab allows you to specify which items must be included in the estimate.

User Defined

The User Defined tab allows you to set guidelines for a large number of specific repair items. You can select from the available items, or you can create your own.

Labor

The Labor tab allows you to set guidelines for the total amount of labor (hours or units) to be used for each of several operations.

Parts

The Parts tab allows you to create parts substitution rules and set guidelines for Non-OE (Used, Aftermarket, and Remanufactured) parts based on the age and /or mileage of the vehicle.

Frame & Betterment

The Frame & Betterment tab is used to define betterment, depreciation, and frame alerts.

Profile Details

The Profile Details tab records information, including company codes, unique to each profile created, imported, or in use by Estimate Review. Profile Details can be changed only by an Administrator.

Refinish & Materials

The Refinish & Materials tab allows you to set guidelines for total dollar expenditures for refinish and several items other than the actual repair. You can also set partial and spot refinish alerts to allow a user to consider partial or spot refinish when repair labor is less than or equal to a given amount.