Create or Modify Templates

You can create new templates from the Settings page in Mitchell Connect. Templates allow you to save commonly used miscellaneous items and add multiple items to an estimate at one time. Once created, templates and their categories and/or part lines can be moved around with an easy drag and drop functionality in Mitchell Connect and WorkCenter without the need to delete and re-enter information.

Tip: Drag and drop functionality is not supported for template categories and their part lines on tablet and mobile devices.

Note: Templates were known as long expansions in UltraMate. If you created a template in WorkCenter, you can designate that template as the primary template in the Estimate Profile. The primary template is used by default. You can also search for existing active templates for an insurance company in WorkCenter.

How to

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

  3. The Your Templates page shows the templates you have. Click +Template to create a new template.

  4. In the Template field, type a name for the template and click Create.

  1. Click +Category to add a category to the template.

  2. Type the new category name and click Save.

Templates now offer specific details in an Edit Category window. A User with Manager role credentials in WorkCenter may also complete the following steps. See the WorkCenter Online Product Help Documentation for additional information. Follow the steps to add additional information to a category header.

  1. In the Settings page, select Templates under the Estimating card. The Your Templates window opens.

  2. Under Your Templates, select an existing template or create a new template by selecting +Template.

  1. On the selected Template page, click to the right of +Mitchell Reference Line and select Edit. The Edit Category window opens.

  1. Provide the following details if applicable to the category:

  • Name - Enter a unique category name. Must be under the 20 character limit.

  • Description - Short description of the category. Must be under the 70 character limit.

  • Labor Range - Range of labor lines for this template category. Must be under the 10 character limit.

  • Type - Filter the category by specific labor types. Use the list and select the type:

    • Body

    • Refinish

    • Glass

    • Frame

    • Mechanical

    • Bdy-S

    • Carbon Fiber (or user defined name)

    • Aluminum Repair

    • User Defined 1

    • User Defined 2

  • Category Notes - Enter desired details that will help appraisers and other users accessing this template. Must be under the 200 character limit.

  1. Add a Manual Line if desired.
  2. Click Save.
  1. Click +Mitchell Reference Line to add reference lines from Mitchell reference sheets.

  2. In the Add Mitchell Reference Lines window, select the types of lines you want to add in each category. Click the arrow next to each category to see the subcategories.

  3. When you are finished adding lines, click Done.

  4. Click a new line to view the details and enter the Price.
  5. Click Done when you are finished making changes to the line.

  6. When you are finished adding lines, click Done.

  1. Click +Manual Line to add manual lines to a category.
  2. Type a Description for the manual line and enter the Operation, Type, Total Units, Part Number, Part Type, Qty, Total Price, and Tax. Click Done when you are finished adding information.
  3. Click Done when you are finished making changes to the manual line.
  4. When you are finished adding the repair lines needed in this template, in all categories, click Done at top right.

  1. On the navigation pane in Mitchell Connect, click Settings.
  2. On the Estimating card, click Templates. The Your Templates page shows your templates.

  3. Click the template you want to edit.
  4. Select the category you want to edit from the list on the left. Click the three dots icon to rename or delete the category.
  5. Click the reference line or manual line you want to edit.
  6. Make the changes and click Done when you are finished.
  7. You can also click +Category, + Sub Category,+Mitchell Reference Line, or +Manual Line to add new elements in the template.
  8. When you are finished making changes to the template, click Done.
  1. On the navigation pane in Mitchell Connect, click Settings.

  2. On the Estimating card, click Templates. The Your Templates page shows the available templates.

  3. Click the desired template to edit on the Your Templates page.

  4. In the category or sub category section on the left, click and hold the drag and drop icon to where the category should be placed. It may take a moment for the page to refresh.

  5. Once the category is moved, click Done to save changes.

  1. On the navigation pane in Mitchell Connect, click Settings.

  2. On the Estimating card, click Templates. The Your Templates page shows the available templates.

  3. Click the desired template to edit on the Your Templates page.

  4. Inside the template, click on an existing category. The part lines appear on the right-hand side.

  5. Click and hold the drag and drop icon for the desired part line and drag it to where it should be placed. It may take a moment for the page to refresh.

  6. Once the part line is moved, click Done to save changes.

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