Update Repair Status and Notes

Use the Repair Status page to update the insurance company with the status of the repair. Select the date and add any associated notes. After you send you can edit the status and notes. The insurance company will receive all of the changes when you click Send to Insurance.

How to

  1. On the Job Overview page, click Set Repair Status or the current repair status on the Repair Status card. The Repair Status page opens.

    Note: The Due in Date and the Appraisal Dates are completed for you.

  1. On the Repair Status page, click Set Date next to the desired repair status (i.e., Arrived at Shop). The current date appears.

  1. If another date is desired, click the calendar icon and select the date of the latest update.

    Note: Only Due In date and Estimated Completion Date (ECD) can be set for the future. The Set Date field can be set for today or 365 days in the past.

  2. Click Add Comments and enter or update notes about the status update. Click Save when you are finished adding text.

  3. Click Send Status.

You can modify the notes on a status.

  1. On the Job Overview page, click Set Repair Status or the current repair status on the Repair Status card. The Repair Status page opens.

    Note: The Due in Date and the Appraisal Dates are completed for you.

  1. On the Repair Status page, click Set Date next to the desired repair status (i.e., Arrived at Shop). The current date appears.

  1. If another date is desired, click the calendar icon and select the date of the latest update.

    Note: Only Due In date and Estimated Completion Date (ECD) can be set for the future. The Set Date field can be set for today or 365 days in the past.

  2. Click Add Comments and enter or update notes about the status update. Click Save when you are finished adding text.

  3. Click Send Status.

You can modify the status date.

  1. On the Job Overview page, click Set Repair Status or the current repair status on the Repair Status card. The Repair Status page opens.

    Note: The Due in Date and the Appraisal Dates are completed for you.

  1. On the Repair Status page, click Set Date next to the desired repair status (i.e., Arrived at Shop). The current date appears.

  1. If another date is desired, click the calendar icon and select the date of the latest update.

    Note: Only Due In date and Estimated Completion Date (ECD) can be set for the future. The Set Date field can be set for today or 365 days in the past.

  2. Click Add Comments and enter or update notes about the status update. Click Save when you are finished adding text.

  3. Click Send Status.
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