Here's what's new in CCC ONE® Estimating for Repair Facilities for release 34.0.0.02130
Note:The availability of the features listed below may vary based on the products licensed by your company.
Sales % Added to Profit Analysis
For shops with Repair Workflow, the Profit Analysis view in the Performance tab of a repair order workfile now includes a new column called Sales %. This column displays the sales amount for a given account as it relates to the Total RO Sales $. The value is displayed as a percentage. The column is also included on the Profit Analysis print report.
To access this feature:
- Create or open a repair order with estimate lines
- Click on the Performance tab
- Select the Profit Analysis view
To access the print report, select Print or Print Preview from the Profit Analysis view.
Note: To access the Performance tab on the workfile, user must have appropriate permission to view and/or edit repair order workfiles.
Figure 1
Figure 2
Default Value for Workfile Payer Type
The Payer field on the workfile Insurance tab now defaults to Self Pay when creating new manual workfiles. Previously, the value defaulted to Insurance Company.
To access this feature:
- Select an action to create a new workfile - New Workfile, New Opportunity, or New Repair Order
- Click on the Insurance tab
- Payer value defaults to Self Pay
Notes:
- Payer defaults to Self Pay when creating new workfiles manually
- Payer on assignments received from insurance will continue to be Insurance Company
- Manual workfiles merged with an insurance assignment will automatically update Payer to Insurance Company
- User must update Payer before locking the estimate if using send to insurance on lock functionality (i.e., manual workfile externalized when estimate is locked)
Figure 3