Email Estimate Printout to Customer

1. On the Estimate page, click Share PDF at the top right.
2. From the list, select Email.

   

3. In the Email Estimate PDF window, enter the recipient email address(es) or use the Claimant, Owner, Insured links to utilize the email address set up on the Contact card in Mitchell Connect. You can enter multiple email addresses if necessary.

   

4. If the desired email address does not display, select the Address Book to choose company and individual addresses saved to a global repository for the shop. Once selected, they are added to the email recipients field.

   

5. The subject line has the vehicle information entered by default. Make any necessary changes to the subject line.
6. Type the message of the email in the Message field and format as desired.
7. Click Send.

   Note: The email you send will come from this email address: NoReplyMitchellCloudEstimating@Mitchell.com.
   If your recipients want to reply to the email, they need to enter the correct email address.

Follow the steps below to send an email with one or more photo attachment(s).

1. In Mitchell Connect, add or confirm photos are successfully uploaded to the Attachments card.

2. On the job, select the Estimate card. Mitchell Cloud Estimating opens.

3. Navigate to the Estimate tab.

4. Click on the Share PDF drop-down list then select Email. The Email Estimate PDF window opens.

   

5. On the Email Estimate PDF window, fill in the To, Subject, and Message fields.

6. Select the Add photos link. The Photos panel on the right appears with the current uploaded photos from the Attachments card in Mitchell Connect.

   

7. In the Photos panel, select the desired photo(s) to attach it to the email.

   Tip: You can attach up to 25MB of photos to a single email. Photos are attached individually and are not compressed into a ZIP file.

8. Click Send.

The Successfully Sent Email confirmation window pops up on the top of the Estimate tab informing you that the email and their attachments have been successfully sent to the desired recipient(s).

Follow the steps below to activate and send an email with a RMC Report attachment.

1. Open the desired Job in Mitchell Connect.

2. Select Write Estimate or Continue Estimate to access Mitchell Cloud Estimating.

3. Click the Estimate Profile tab to open up its settings.

4. Ensure the proper profile is active, then select Edit.

5. Navigate to the Calculations tab and scroll down to find the Paint/Material Calculation Rates sub-section.

6. Under Paint, select the Calculation drop down and then select RMC from the list.

   

7. Apply Changes to save the new Estimate Profile settings.

8. Add or Edit repair lines on the estimate.

9. When ready to send to RMC, select the RMC tab.

10. On the right side, click Share PDF then click Email in the drop-down. The Email RMC Report window opens.

    

11. In the Email Estimate PDF window, enter the recipient email address(es) or use the Claimant, Owner, Insured links to utilize the email address set up on the Contact card in Mitchell Connect. You can enter multiple email addresses if necessary.

    

12. If the desired email address does not display, select the Address Book to choose company and individual addresses saved to a global repository for the shop. Once selected, they are added to the email recipients field.

    

13. Click Send.

The Successfully Sent Email confirmation window pops up on the top of the RMC tab page informing you that the email and their attachments have been successfully sent.

You can select the documents that you want to include with the estimate report when it is sent to the customer or insurance company. This ensures that only the desired documents are shared/downloaded.

View the Customize Estimate Printout section in the "Review Estimate, Preview Printout, and Print PDF" topic for more information.