Modify an Existing Estimate Profile

In the Estimating section of the Settings screen you can modify an existing estimate profile.

How to

Access Settings Tab

  1. On the navigation pane in Mitchell Connect, click Settings.
  2. On the Estimating card, click Estimate Profiles.


  3. Select the estimate profile.
  1. Click the tab with the information you want to modify and then click Edit .
    Tabs include General, Labor/Tax Rules, Calculations, Adjustments, Messages and Remarks, Print Preferences, and Parts.
  2. When you are finished making changes in each tab, click Save.

General Tab

In the General tab, when editing, make changes to the following information as needed:

  • Profile Name
  • Description
  • Legislation Province
  • Total Loss Threshold
  • Primary Template

  • Linked Compliance Profile - If configured by the insurance company using WorkCenter, the selected compliance profile name displays in this field and is used for estimating compliance checks

Labor/Tax Rules Tab

In the Labor/Tax Rules tab, when editing, make changes to the following information as needed:

  • Labor Rates
  • Taxes
  • Taxable Settings for Labor, Parts, HST/GST, and Additional Costs

Log in to Mitchell Connect as a user with the CAN country code and Create a New Estimate Profile.

  1. Click Labor/ Tax Rules and add the labor rates. Next to Tax Configuration, GST is selected by default. In Canadian provinces where HST is used, a profile admin needs to select the HST option. The PST and GST settings are hidden when HST is selected. This is due to HST (Harmonized Sales Tax), which includes both PST and GST.

  1. Open an estimate and apply the new estimate profile to the estimate. When repair lines are added to the estimate, the tax label will be applied to the Labor, Parts and Gross Totals sections of the Estimate Totals.

You can also see the tax labels in the Total Breakdown in the top right corner.

Calculations Tab

In the Calculations tab, if editing, make changes to the following information as needed:

  • Refinish Calculations – Set the refinish adjustment to be applied when you modify any refinish lines in the estimate. The refinish adjustment reduces or increases the refinish time provided by the Collision Estimating Guide (CEG).

  • Paint/Material Calculation Rates

  • Paint/Material Included Options

  • Clear Coat Threshold

  • Paintless Dent Repair (PDR)

  • Diagnostics and Calibration

  • Repair Breakeven

The set threshold value will be used when the total clear coat is calculated for all repair lines. Mitchell Cloud Estimating will not allow the clear coat value to be higher than the threshold value set in the estimate profile. On the estimate page, preview, and printout, an asterisk (*) will mark the clear coat line along with an explanation to indicate that a preset threshold has been enforced for clear coat.

  1. In the estimate profile, click the Calculations tab.
  2. In the Refinish Calculations section, fill in the desired Clear Coat percentage for Panel 1, Panel 2, or number of units for Panel Max, and Estimate Max. You can enter any positive value between 0.0 - 99.9.
  1. Click Apply Changes.
  2. In the estimate editor add the repair lines. The system consolidates the entire clear coat labor units into a single line taking into consideration the overlap rules. The clear coat value will be calculated as usual until the estimate max value is reached.

    When the maximum value is reached, The asterisk (*) sign is automatically displayed next to the units value in the clear coat line to indicate the system updated the value to the maximum allowed.

Adjustments Tab

In the Adjustments tab, when editing, make changes to the following information as needed:

Note : The markup or discounts you set in the Estimate Profile applies to all parts added in Mitchell Cloud Estimating.

  • Part Adjustments for Add markup or discount

Messages and Remarks Tab

In the Messages and Remarks tab of the estimate profile in Mitchell Cloud Estimating you can add commonly-used messages and remarks that will be included in every estimate created with the profile. This allows you to save specific messages that will appear on the estimate. You can type the message in the message boxes, or add saved text messages that have already been created. Visit the "Shop Settings" topic for instructions to createsaved textfor the messages and remarks section.

In the Messages and Remarks tab, when editing, make changes to the following information as needed:

  • Messages can be printed on every estimate for this profile.

  • Separate Messaging for Related and Unrelated Estimates
  • Saved Text Messages

 

Select the check box to enable separate messaging for Primary, Related, and Unrelated estimate types in the estimate profile. You can type the message in the message boxes, or add saved text messages that have already been created. Visit the "Shop Settings" topic for instructions to create saved text for the messages and remarks section. This messaging will be included in the estimate printout.

Note to Staff Appraisers: Saved Text created can be used by all other staff appraisers. Only the original author can edit and delete the text. However, staff managers can update or delete predefined text created by any staff user.

Note to Shop Users: Saved Text created is only available to the shop you use.

  1. Click the Estimate Profile icon and click the Messages and Remarks tab to add messaging to printed estimates created using this profile.
  2. Click Edit and then click + Add Saved Text in each section.

    In the Predefined Text window you can search for existing predefined text. To sort the predefined text, click the Sort By list and select: Title, Updated Date or Created By. You can also sort alphabetically.

  3. Select the predefined text you want to use and click Insert. You can select multiple messages to add to the estimate profile at once. Messages appear in the order they were selected. Messages can be re-ordered on the estimate profile with the arrow icons.


  5. Click Remove to delete predefined text from the estimate profile.

    6. Note: Shops working on assignments for insurance companies that have predefined text will see both a Company tab and a User tab when adding text to the estimate profile.

Insurance companies can set whether or not appraisers have access to edit Messages in the Estimate Profile settings. In WorkCenter, navigate to the Message and Remarks page of the Estimate Profile. Activate or deactivate the Allow Appraisers to Edit toggle depending on your company requirements. If the setting is deactivated, appraisers in Mitchell Cloud Estimating see read-only text in the Estimate Profile Message and Remarks section when editing the settings.

Insurance companies can set whether or not appraisers have access to edit Estimate Styles in the Estimate Profile settings. In WorkCenter, navigate to the Print Preference Estimate Styling tab on the Estimate Profile. Activate or deactivate the Allow Appraisers to Edit toggle depending on your company requirements. If the setting is deactivated, appraisers in Mitchell Cloud Estimating see read-only text in the Estimate Profile Message and Remarks section when editing the settings.

Print Preferences Tab

You can modify settings on the Print Preferences tab for the selected Estimate Profile in order to customize the information displayed on the customer estimate report/printout. As long as the correct Estimate Profile is applied, results of these changes can be viewed, printed, shared, and exported on the PDF Preview tab of the Estimate Editor.

Make changes to the Print Preferences tab as desired:

  • Estimate Customization - Information that prints on the estimate header that you give to customers. The sections include:
    • Estimate Header - Logo, Header Information, and Total Loss.
    • Contact - Owner, Claimant, Insured, Appraiser/Supplementer, Insurance Adjuster, Insurance Carrier, and Underwriter.
    • Insurance - General Information and Additional Information.
    • Vehicle - Vehicle Information.
    • Additional Information - Additional Content included below the estimate lines and Parts Profile Information includes or excludes Parts Profile details above the estimate lines.
  • Report Configuration - Include additional documents when your estimate is shared such as related prior damage, unrelated prior damage, supplement delta report, and refinish materials calculator report.
  • Estimate Styling - Edit size, weight, alignment, and indent of the front in the Messages and Disclaimer text sections and set the page margin width.
    • Messages and Disclaimer Text - Messages: Top of Estimate, Messages: End of Estimate, Remarks, Alternate Part Disclaimer, and Fraud Disclaimer.
    • Page Margins - Left and Right margin width for PDF printout.
  1. Select Use This Option to Create a Specific Header.
  2. Type the information as it will appear in the estimate header.
  3. Click Apply Changes when you are done making changes.

You can also edit the estimate header from the estimate

Estimate Styling Set to Read-Only by Insurance Company

Parts Tab

In the Parts tab, when editing, make changes to the following information as needed:

  • Alternate Parts Profiles
    • Select Alternate Parts Profile to use according to vehicle age and/or odometer parameters
    • Choose from the drop-down list the Alternate Part Profile to use

    • Select the profile that will be used for all other scenarios

  • Recycled Parts Search Rules

    • Vehicle Age Calculator

    • Part Auto-Substitution

    • Required Part Comparison

    • Recycled Parts Search Preferences

    • QRP Search Preferences

  • Custom Part Labels for Estimate Printout you can customize the labels and descriptions that appear on the estimate printout in order to comply with state regulations.

You can change the zip/postal code that is being used to populate fields in the Estimate Profile. This will set the location of the repair facility according to the physical address, not the billing address. A banner will show the zip/postal code used to populate the lookup-driven values within the Estimate Profile.

  1. Create a new Enable Send to Insurance job and select an estimate profile that has ZIP Code lookup enabled.
  2. On the Job Overview page, click Write Estimate.
  3. Click the Estimate Profile icon.
  4. Click the Labor/Tax Rules tab.
  5. The notification will show the ZIP Code used for calculations. Click Change Zip/Postal Code to make changes.

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