Navigate Mitchell Connect

Navigation Pane

Use the Navigation pane to access Jobs, Tasks, Settings, and Sign-out.

Jobs Page and Tasks Page

Click Jobs or Tasks in the navigation pane to open the Jobs page or Tasks page. On the Jobs page or Tasks page, you can view a list of all jobs and assignments sent to you. Click a job in the list to open the Job Overview page.

Job Overview page

The Job Overview page is the main location for completing your work. Access additional features by selecting the following:

Overview: The complete Overview of the Job including access to the estimate, photos, and Repair Status.
Tasks: Some insurance companies may send generic tasks for the shop to complete.
Activity: A time line of actions on the Job.
Journals (Formerly Messages): Click to open and send journals (messages) to the insurance company.

Cards on the Job Overview Page

Some pages in Mitchell Connect include cards that grant access to Estimates, Attachments, Repair Status, and more. Click the blue text and icons on these cards to gain access to different features. Some cards change dynamically when you activate different features.

Note: Not all cards are used for all workflows. Some cards are for informational purposes and do not open features.

Cards	Description
Insured	Contact information about the insured.
Vehicle	Vehicle information including year, make, and model.
Insurance	Insurance information including insurance company name, claim number, policy, adjuster, and deductible.
Estimate Card	Use the Estimate Card to download assignments, add estimates, add supplements, or view the Manage Estimates page. The card changes dynamically when assignments are downloaded and estimates are added. When an estimate is loaded, click the blank sections on the card to open the Estimate Manager and view a list of Estimates and Supplements.
Attachments Card	Use the Attachments Card to add photos and other attachments. You can view photos and delete photos.
Repair Status Card	Use the Repair Status Card to communicate the status of repair to the insurance company.

Use Job Header Links to Open Administration Pages an Attachments Gallery

The Job Overview page includes a header with links to Administration pages and the Attachment Gallery.

Click the name to open the Contact Editor page.
Click the vehicle name to open the Vehicle Editor page.
Click the claim ID to open the Insurance Editor page.
Click View Attachments to open the Attachments Gallery.

Estimate Page

Use the Estimate Manager page to view a time line of previous versions of your estimate. You can also view and print details on your estimates, add supplements, and view a delta report that shows changes made to your estimate.

The Estimate pageis available when you click the Estimate Card after you download an estimate.

Name	Description
Current Estimate	The latest Estimate appears at the top of the page.
Previous Versions	The Estimate Management page shows all previous estimates, supplements, and the original estimate. Scroll down to view previous estimates.
Status	The status of the estimate or supplement (see Estimate Status Description).
Compliance	Indicates if a compliance report is attached.
Estimator	Name of the estimator and shop location.
System	Estimating System: Mitchell: UltraMate CCC Estimating ADP (Audatex)
Reviewer	Reviewer at the insurance company.
Amount Change	The amount changed from the previous estimate appears next to the estimate amount in the Previous Version section.
Export	Click Export to export the EMS file for the existing estimate. You cannot export the EMS file for a previous estimate.
Add Estimate	Click Add Estimate to add a supplement.
Done	Click Done to return to the Job Overview page.