Add a Manual Repair Line
Use the Parts or Split View tab of the Estimate Editor in Mitchell Cloud Estimating to add a manual repair line to the estimate. Adding a manual repair lines allows you to customize the repair line to your needs.
How to
- Click the Parts tab in the navigation panel and select + Manual Line.
- In the Add Manual Line window, select the category the new manual line will belong to. By default, the Special/Manual Entry category is selected. This will make it appear at the bottom of the estimate printout. Selecting the correct category will make it appear in the appropriate section of the estimate.
- Type the Description for the part or repair operation and select the Operation, Type, Total Units, Part Type, Part #, Qty, Total Price and Tax.
The available Operation procedures include the following:
- Remove/Replace
- Remove/Install
- Additional Labor
- Align
- Overhaul
- Refinish Only
- Access/Inspect
- Check/Adjust
- Repair
- Blend
- Paintless Repair
- Body
- Bdy-S
- Refinish
- Glass
- Frame
- Mechanical
- Carbon Fiber (or user defined name)
- Aluminum Repair
- User Defined 1
- User Defined 2
- New
- Aftermarket New
- Remanufactured
- Qual Recycled Part
- Sublet
- Recored
- Rechromed
- OE Discount
The available Labor Type options include the following:
Total Units - The amount of labor units to be applied to the manual repair line.
The available Part Type options include the following:
Part Number - The part number for the part to add to the estimate.
Qty - The number of parts you need to add in this repair line.
Price - The unit price per part or item.
Tax - Select if this part or item should be taxed.
Note: The Include Tax
- Click + More to add markups, discounts, explanations or other adjustments to this manual line.
The available More options include the following:
- Add Markup/Discount
- Add Labor Betterment
- Add Part Betterment
- Add Part & Labor Betterment
- Add Refinish Labor
- Add Additional Labor
- Add Explanation
If PST tax is configured in the estimate profile, Canadian Mitchell Cloud Estimating users will see Include PST Tax check box instead of the Include Tax checkbox when adding child betterment lines (Labor, Part, or Labor & Part). When using HST tax, users see Include Tax.
These settings are viewed on the following places in Mitchell Cloud Estimating:
Follow the steps to configure a manual line within a repair line.
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Log into Mitchell Connect.
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Create or access a job and on the Estimate Tab, click Edit Lines.
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Select the parent repair line checkbox where you want the manual line added.
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Select + Manual Line at the bottom of the estimate. The Add Manual Line window opens.
Note: If more than one parent line is selected or one parent line and the child line of another parent is selected, the + Manual Line button will be grayed out.
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On the Add Manual Line window, configure as desired and click Add Line.
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The new manual line displays underneath the checked repair line(s).
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Repeat the previous steps as desired.
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Click Done at the bottom of the estimate.
The manual repair line placement and configuration are now saved.
Follow the steps to save a manual repair line to My Templates from the Estimate page in Mitchell Cloud Estimating.
- Click the Estimate tab to open the estimate.
- Select the repair line from the list and click the three dots icon .
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Select Save to My Templates. The Save window opens for the repair line.
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In the Save window, select the Template Group and Category.
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If desired, click + New Template or + New Category create a new Template Group or Category.
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Click Done to save.
The repair line is successfully saved in the selected group and category.
Follow the steps below to move a manual or regular repair line either to or from the Primary Estimate to a Related or Unrelated Prior Damage Estimate as desired.
- Click the Estimate tab to open the estimate.
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In the Estimate Editor, select the desired estimate type from the list (Primary or Related/Unrelated Prior Damage).
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Open an existing estimate or create a new one and add your desired repair lines.
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In the Estimate, select Edit Lines and select the desired lines to be moved.
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Click the Move to button on the bottom toolbar and select between the Primary Estimate, Related Prior Damage, and Unrelated Prior Damage depending on which estimate type you are actively using. The Moving Estimate Line(s) window opens.
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Confirm your selection by selecting Yes, Continue.
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Repeat steps as necessary.
Once completed, a green confirmation dialogue displays confirming the move.