cccone.com release 2023.12.08

Here's what's new in cccone.com release 2023.12.08 for Repair Facilities.

Notes: The availability of the features below may vary based on the products licensed by your company.

Estimating Blend Rules: Additional access points

There are two new launch points for accessing blend rules settings. In addition to the main Estimating Blend Rules access point in Settings, blend rules are now accessible from Repair Facility and Insurance Company profiles on cccone.com.

To access blend rules from the repair facility profile:

1. Go to Settings on cccone.com, then select Repair Facility Profile
2. Scroll down to Blend Rules, then click the Configure button

Figure 1

You're redirected to the Settings > Estimating Blend Rules page and the fly-out for editing repair facility rules is automatically displayed.

To access blend rules from the insurance company profile:

1. Go to Settings on cccone.com, then select Insurance Companies
2. Select an insurance company in the list, then select Open
3. Scroll down to Blend Rules, then click the Configure button

Figure 2

You're redirected to the Settings > Estimating Blend Rules page. This list of blend rules is automatically filtered to the selected insurance company and the fly-out for editing insurance specific blend rules is automatically displayed.

For detailed instructions for managing Estimating Blend Rules, please refer to the following guide:

CCC Estimating Automotive

Consumer Payments via Clearent Paylink

Shops with Repair Order Management that have configured payment devices with Clearent have a new, contactless payment offering for customers via UpdatePlus Web Estimate features. When Web Estimate is enabled, repair status update to the customer include a linke to view repair details on the web. If the customer has a balance due, the customer can securely pay their balance via Clearent Paylink when notified their vehicle is ready for pickup.

To complete contactless payment:

1. Customer receives a text or email notification the vehicle is ready for pickup
2. The customer clicks the web link included in the message
3. The estimate web view is displayed with Vehicle Ready for Pickup
4. The customer selects the Pay Now button
5. The customer is redirected to Clearent Paylink where they can complete payment

Figure 3

Once the payment is completed, the customer is directed back to the estimate web view. Remaining balance due should be updated to reflect the completed payment.

Notes:

• This feature is only available to shops with the following licensed product: Repair Order Management
• To use this feature the shop location must have:
  • Web View enabled in Settings > UpdatePlus
  • A Clearent payment device configured in Settings > Payment Devices
  • Contactless payments (Paylink) enabled on their Clearent account managed outside of CCC ONE
• Customers may complete payment via Clearent Paylink with debit or credit card
• The Clearent Paylink site accessed via the estimate web view is branded with the shop's information and logo stored in Settings > Network Profile

Preferred Vendors

Preferred vendor configuration is now available to shops without Repair Order Management! This means all shops using CCC Estimating for Repair Facilities can now configure preferred vendors. Vendors that are marked as preferred will show an orange star next to the vendor name when using Shopping, Source Parts, and Checkout.

To mark a vendor as preferred:

1. Go to Settings on cccone.com, then select Vendors
2. Add a new vendor or search for and select an vendor to edit
3. In the Vendor tab, scroll down to the Preferred vendor section and click Configure
4. Specify company default and/or location level settings
5. Click Save in the bottom right-hand corner of the screen, then Save again on the Vendor screen

Figure 4

When configuring preferred settings for a particular vendor, the shop may set the vendor as preferred only for the vehicle makes the vendor supports. The shop may also set the vendor as preferred for the following part accounts:

• Aftermarket
• Recycled
• OEM
• Optional OEM
• Other
• Re-manufactured
• Sublet

Figure 5

Notes:

• User must have the following security permission to edit vendors: Create, search, view, and deactivate vendors
• User must have the following security permission to edit preferred vendor settings: Edit preferred vendors
• Shops with Repair Order Management may specify additional part accounts as preferred based on configuration of Sales - Part Accounts managed in the repairer profile

Dealer Management Dashboard

Shops enabled with Dealer Management Integration now have access to the Dealer Management dashboard on cccone.com. This dashboard provides users with the ability to manage repair order and payment export exceptions with their configured Dealer Management System (DMS).

To access the Dealer Management dashboard:

1. Log into cccone.com, then click the main app menu button in the upper-left hand corner of the screen
2. Select Dealer Management

Figure 6

Once the Dealer Management dashboard is displayed, you have visibility to the following:

Payments - Ready to export

This queue provides a list of all receipts that have not yet been exported to the shop's DMS. From this queue you can export receipts one at a time or batch export all receipts that are ready to export.

To export a single receipt:

1. Select the Payments - Ready to export queue
2. Select a row listed in the results displayed, then click Export payment
3. Click Export in the confirmation prompt
4. When export completes successfully, click OK to close the export pop-up

To export all receipts at once:

1. Select the Payments - Ready to export queue
2. Click the Export all payments button in the toolbar at the top of the screen
3. Click Export in the confirmation prompt
4. When export completes successfully, click OK to close the export pop-up

Figure 7

Figure 8

Figure 9

Payments - No customer ID

This queue provides a list of all repair orders with receipts that have not yet been exported to the shop's DMS and there is no DMS customer ID on the workfile. From this queue you can get the DMS customer ID and add it to the workfile. Once added to the workfile, receipts that have not been exported move to Ready to export.

To add the DMS customer ID to the workfile:

1. Select the Payments - No customer ID queue
2. Select a row listed in the results displayed, then click Get customer ID
3. Select a customer record from results returned from the DMS, then click Next

When successful, the workfile is updated with the DMS customer ID, then removed from the queue.

Figure 10

Figure 11

Repair Orders - No customer ID

This queue provides a list of repair orders where the vehicle owner on the workfile is not yet associated with a DMS customer ID. From this queue you can get the DMS customer ID and add it to the workfile.

Figure 12

Repair Orders - No vehicle ID

This queue provides a list of repair orders where the vehicle on the workfile is not yet associated with a DMS vehicle ID. From this queue you can only view workfile details on cccone.com at this time. You can attempt to get the DMS vehicle ID via the workfile Dealer Activity screen within the CCC ONE desktop application.

Figure 13

Repair Orders - Closed not exported

This queue provides a list of repair orders that have been closed within CCC ONE but have not yet been exported to the shop's DMS. From this queue you can only view workfile details on cccone.com at this time. You can retry exporting to the DMS via the workfile Dealer Activity screen within the CCC ONE desktop application.

Figure 14

Repair Orders - No repair ID

This queue provides a list of repair orders that have not yet been synced to a DMS repair ID. From this queue you can only view workfile details on cccone.com at this time. If there are no workfiles that meet the exception criteria, then this queue may be hidden.

Figure 15

Notes:

• This feature is only available to shops with the following licensed product: Dealer Management Integration
• User must have the following security permission to access the Dealer Management dashboard: Dealer Management - Manage DMS integration from a single dashboard
• The ability to bulk export payment receipts to the DMS is only available through the Dealer Management dashboard at this time - single receipt export may also be done via the workifle Dealer Activity window within CCC ONE Desktop