CCC ONE Repair Facilities release 47.0.0.9190

Here's what's new in CCC ONE Estimating for Repair Facilities release 47.0.0.9190.

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

UpdatePlus: Pre-repair messaging

Shops licensed with UpdatePlus now have the ability to send customers email or text messages via the Customer Communications screen before the vehicle arrives at the shop. Previously, the Vehicle In milestone date needed to be complete before email/text messages could be sent to the customer.

To access this feature:

1. Create or open an existing opportunity or assignment
2. Set customer Comm. Preference on the Contacts tab, then save the workfile
3. Go to the Notes tab and click Contact Customer
4. Select or enter a message for the customer, then click Send

Notes:

• Shop must be licensed with with following product to access this feature: UpdatePlus
• User must have the following security permission to send custom messages to customers: Customer Communication - Send custom text and email replies
• Customer comm. preference determines the method in which messages are sent to the customer - either text or email
• When setting "text" as the customer comm. preference, user must confirm customer consent to receive messages via text

System Reports: CSI Survey Detail (UpdatePlus)

The CSI Survey Detail (UpdatePlus) report has been updated to include enhanced reporting around mid-repair survey responses. 

The following columns were added to the report:

• Survey Phase: Identifies if the survey was mid-repair or post-repair
• Mid-Repair Rating: Lists customer response Very Positive, Positive, Neutral, Negative, or Very Negative
• Mid-Repair Comments: Displays comments provided by the customer

Additionally, a new filter is available that allows users to filter report detail by survey phase. By setting the phase filter to "Mid-repair," you can easily see customer ratings and comments associated with the repair prior to delivery. This allows you to ensure customer satisfaction is managed throughout the repair process, not only after repairs are complete.

To access this feature:

1. Access Reports via CCC ONE some screen
2. Open CSI Survey Detail (UpdatePlus) report
3. Select the Survey Phase filter
4. Choose All, Mid-repair or Post-repair, then click Apply

Notes:

• User must have the following security permission to access the CSI Survey Detail (UpdatePlus) report: Customer - View Customer Reports
• With “Mid-repair” selected, only records with a Mid-repair survey will be shown
• When “Post-repair” is selected, only records with a Post-repair survey will be returned   

Insurance Change Request: Accept & Edit

Shops processing an Insurance Change Request can now accept the changes without being required to lock the estimate.  Utilizing this feature will download all of the changes to the workfile while keeping the workfile in a preliminary state.

To access this feature:

1. From workfile search, open a workfile with "Changes requested" status
2. Select the Estimate TabSelect Click Here to view change request from... (you'll find this in orange ribbon on the bottom right corner of the screen)
3. View change request details, then click Accept and Edit 

 After clicking Accept and Edit, the Change Request screen closes. A prompt is displayed to confirm the action to create a new supplement. If confirmed, the new supplement is created and all of the changes proposed in the change request are applied. The supplement remains in a preliminary state to make further changes. When ready, lock the supplement as usual.

Figure 1

Notes:

• User must have the following security permission to accept changes on an insurance change request: Create and edit workfiles
• Separate events are logged to the workfile for Accept and Lock, Accept and Edit, and Reject and Edit
• There is no change to existing behavior for Accept and Lock and Reject and Edit actions
• The Accept and Edit action is considered an accepted change request when the supplement is ultimately locked. Until locked, the change reuqest remains in "Pending" status.
• The Accept and Edit action will be tracked on the Insurance Review system report as a separate status

Recycled Parts Services (RPS)

Vendor data for recycled parts is no longer provided via Recycled Parts Services (RPS).  As a result, RPS related functionality has been removed from the CCC ONE desktop application.  Going forward, shops simply need to add their recycled vendors to their normal vendor list. 

The following updates were made to the desktop application:

• Repair Facility profile - Removed Recycled Parts Services settings 
• Express Setup wizard - Removed Recycled Parts Services settings 
• Assignment workfile - Removed the prompt to update RPS data
• Workfile ribbon bar - Removed the "Retrieve RPS" button from the Estimate tab

Figure 2

Figure 3

Notes:

• To configure vendors for part sourcing go to Settings > Vendors on cccone.com
• Part sourcing is available on UPD and RPD estimates via the Part Comparison screen (on the Estimate tab, select the part you want to add, then click Compare)
• Sourced parts on UPD and RPD estimates are not available to order via Checkout

Estimate: Diagnostic calibration info

Estimate line notes will automatically populate with calibration information when adding a Calibration Recommendation to the estimate. The following information will be included in the line note if exists:

• Scan provider
• System name
• Sub-system name
• Scan type (OEM or A/M)
• Scan category (Calibration, Pre-scan, etc.)
• Scan level received from the provider

To access this feature:

1. Open a Workfile
2. Select the Diagnostics button
3. Select a recommended calibration item, then click OK 
4. Right-click the calibration line added to the estimate, then select Line Notes...

Figure 4

Notes:

• User must have the following security permission to edit the workfile: Create and edit workfiles
• Recommended calibration items are indicated by a purple pulse icon displayed to the right of Scan Type in the Review Diagnostic Procedures pop-up
• The scan provider must be configured as an integrated partner on cccone.com under Settings > Scan Devices
• The scan provider must support calibration recommendations in their integration services (see Services under Settings > Scan Devices)
• All values in the automated line note text are supplied by the scan provider

Estimate: Source parts

CCC ONE users can now access Source Parts on cccone.com directly from a CCC ONE desktop workfile.  Source Parts allows users to efficiently review and select a replacement part, per the estimate line, by exposing all pertinent part information in one place.  This includes a comparison of all available part types (aftermarket, recycled, OEM, etc) as well as the cost of repairing the part.  Information such as cost difference and margin dollars are also shown. 

To access this feature:

1. Access a Workfile
2. Add Estimate Lines with repair and/or replacement parts
3. Click Source Parts button

Figure 5

Notes:

• User must have the following security permission to edit the workfile: Create and edit workfile
• The Source Parts button is not available on estimates created from EMS files (i.e., non-native CCC ONE estimates)
• Source Parts button is available on RPD and UPD estimates.

Estimate Reports: Substrates

Users will now see Stainless Steel and Carbon Fiber represented as substrates within the MOTOR Disclaimer Text.  Throughout a given estimate, these substrates may be referenced, symbolized or abbreviated as STS or CFC.  The disclaimer text is available on various print reports.  To access this feature:

1. Go to Configure > Profiles
2. Select the Repair Facility profile, then click Edit
3. Under Estimating settings, select Disclaimer - Text
4. Select MOTOR Type from drop down

Figure 6

Notes: 

• User must have one of the following security permissions to view disclaimer text: Search and view (read-only) profiles or Edit repair facility profile
• The MOTOR disclaimer is displayed on the following estimate reports: Preliminary Estimate, Supplement Summary, and Supplement with Summary, Estimate of Record, Supplement of Record Summary, Supplement of Record with Summary
• Updated MOTOR disclaimer text will appear on new estimates and supplements only. Existing locked estimates/supplements retain disclaimer text at the time the estimate/supplement was locked.