cccone.com Release 2025.01.10

Here's what's new in cccone.com release 2025.01.10 for Repair Facilities.

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

Settings: Form Letter Templates

Centralized management of Form Letter Templates is now available on cccone.com. Within the desktop application, form letter templates are managed within the repair facility profile. For MSOs this requires updates to forms settings for each location within the organization. On cccone.com, shops can convert existing forms management so that templates are created and edited at the company level rather than by location. 

To activate centralized forms:

1. Go to Settings on cccone.com
2. Select Form Letter Templates
3. Complete the activation wizard

The activation wizard will examine all form letter templates at all locations within the organization. Forms are evaluated for duplicates across locations, as duplicate forms will be consolidated.  Analysis results are displayed before completing the conversion. Results include a count of all forms at all locations and the total count of forms expected post conversion.

From the results screen, confirm the action to activate centralized forms to complete conversion.

Once centralized forms are active, you can:

• Create new form letter templates
• Edit details on existing form letter templates
• Update locations subscribed to a template
• Activate or inactivate prior existing templates

Within the template editor you'll also find new formatting tools available.  Available options include:

• Font size
• Font type (eg. Arial, Tahoma, etc.)
• Font color
• Bold
• Italic
• Underline
• Alignment (left, right, center, and justified)
• Numbered list
• Bulleted list

Additionally, using the Add Field action you now have the option to include your shop logo in the letter template.

Once the template detail has been created, click on the Locations tab to subscribe locations to the template. Going forward, any updates made to the letter template are automatically available to subscribed locations. You no longer have to update the same form across multiple locations.

Notes:

• Shop must be licensed with the following product to access forms functionality: Forms and Correspondence
• User must have the following permission to access forms settings on cccone.com: Forms - Manage centralized forms
• Form conversion must be completed to activate centralized forms
• Once centralized forms is active, Form Letter Templates will no longer be available in the repair facility profile in the desktop application (version 49.0.0.12230 and higher)
• When updating a letter template, updates are applied to all shop locations subscribed to the form
• The Locations tab in the letter template is only available when the repairer company has more than one shop location

Workfile: Form Letters

Form letters are now available in the workfile on cccone.com.  You can add new, save draft, print, and re-print form letters from within the workfile.

To access this feature:

1. Open a workfile on cccone.com
2. Select the menu button in the upper left-hand corner of the screen
3. Select New
4. Select Forms > Letter

When adding a new form to the workfile, the list of available templates is displayed. Select a template, then click OK. To create an ad hoc letter from scratch, select the Blank Letter option.

After selecting a template, the editor is displayed. Here you can customize letter content as desired.  In cccone.com you'll find that new formatting options are available.  Options include:

• Font size
• Font type (eg. Arial, Tahoma, etc.)
• Font color
• Bold
• Italic
• Underline
• Alignment (left, right, center, and justified)
• Numbered list
• Bulleted list

Additionally, using the Add Field action you now have the option to include your shop logo in the letter detail.

Once the letter contains the details you want, you have two options:

• Save and Print - Saves the letter to the workfile and generates a PDF print file
• Save Draft - Allows you to save the letter to the workfile, then come back to edit later

To access forms that have previously been saved to the workfile:

1. Open the workfile on cccone.com
2. Select the menu button in the upper left-hand corner of the screen
3. Select Open
4. Select the form you want to open

Notes:

• Shop must be licensed with the following product to access forms functionality: Forms and Correspondence
• Shop must convert to centralized forms management before access to forms within the workfile is available
• User must have the following permission to access forms on the workfile: Create and edit workfiles
• Available templates are defined in Settings > Form Letter Templates
• Only active templates that the shop location subscribes to will be available for selection when adding a new form to the workfile
• Forms saved to the workfile from cccone.com are also accessible on the workfile in the desktop application, and vice versa
• Formatting features outlined above are only available on cccone.com - formatting applied to a template or letter will not appear in the desktop application

Workfile: Mark as total loss

Shops with and without Repair Workflow now have the ability to designate a workfile as a total loss on cccone.com When marked as a total loss, the user can write a total loss estimate for capturing storage, towing, and other fees related to processing the total loss workfile.  

To access this feature:

1. Create or access and existing workfile
2. In the Workfile tab, select Convert to Job or Convert to RO
3. On the Estimate tab, write a preliminary estimate, then Lock Estimate  
4. On the Estimate tab, click Estimate button and click Mark Total Loss

Once the workfile is marked total loss, the estimate version changes to Total Loss. At this point you can write the total loss estimate.  In workfile search results, the estimate version will appear as TTL.

If you determine the file is no longer a total loss, you can easily switch it back to repairable.  Simply click the Repairable button and confirm the action. The total loss estimate is deleted and you can continue with the original Estimate of Record. 

Notes:

• To mark a workfile total loss, user must have the following security permission: Create and edit workfiles     
• In order to access the Total Loss button, the workfile must first be converted to a job or a repair order
• The Total Loss estimate uses rates from most recently locked estimate or supplement

Settings: Notification Groups

To support new Advance Fees functionality, a "Salvage" event type has been added to Notification Group settings. This new event type allows shops to configure notification groups for salvage related activity in Action Center. When a notification group with the salvage event exists, only users in the notification group will be able to see items in the following Action Center views:

• Payments > Salvage

To configure notification groups:

1. Go to Settings on cccone.com
2. Select Notification Groups
3. Select a group to Edit or Add a new group
4. Update group members and event types as desired, then click Save

Notes:

• User must have the following security permission to edit notification groups: Edit repair facility profile
• If there is no notification group with the "Salvage" event type, users with the following permission will receive salvage related items in Action Center: Edit repair facility profile

Advance Fees: Submit fees

Shops now have the ability to send advance fees to salvage companies when requested. When the shop receives a request for fees from the salvage company, the shop receives a Salvage action item in Action Center on cccone.com.  From the action item, the shop can launch the Advance Fees screen for the associated workfile.

Within the Advance Fees screen, fees information is pulled from the current total loss estimate. The shop must answer a few questions, then can submit fees to the salvage company. Once fees are submitted, the salvage company may initiate payment on those fees electronically. The shop receives notifications when the payment transaction is initiated and another notification when its completed.

To access this feature:

1. Go to Action Center on cccone.com, then select Salvage under Action Items
2. Select Review Fees
3. In the Advance Fees screen, review fee totals
4. Answer Yes or No to required questions, then enter any additional notes
5. Select Submit

If the shop isn't ready to submit fees, fee information can be saved by selecting Save Draft.  

To access the Advance Fees screen again, go to the workfile Estimate screen, then click Advance Fees.  From there the shop can review what was sent, update fees information and re-submit to the salvage company as needed.

Notes:

• Advance Fees functionality is available to shops with and without Repair Workflow
• To use Advance Fees, the shop must first enable sharing fees data with salvors
• To submit fees, the shop must first configure their Digital Wallet settings
• User must have the following security permission to submit fees: Create and edit workfiles
• A total loss estimate is required to submit fees to the salvage company
• Fees information is sourced from the total loss estimate (includes estimate lines and other charges)

Advance Fees: Digital Wallet

To support Advance Fees capability, a new setting called Digital Wallet is available on cccone.com.  With Digital Wallet settings, shops can configure payment preferences for accepting electronic payments from configured salvage companies.

To access this feature:

1. Go to Settings on cccone.com
2. Select Digital Wallet

Notes:

• Digital Wallet settings are available to shops with or without Repair Workflow
• User must have the following security permission to access Digital Wallet settings: Manage Digital Wallet
• Digital Wallet settings are hidden when the shop is configured to manage settings at the company level 
• If shop is configured to manage Digital Wallet at the company level, shop must work with their account representative to update their configuration

Advance Fees: Salvage action items

To support Advance Fees functionality, a new Action Items node called "Salvage" has been added to Action Center. When a salvor sends a request for fees, an action item is generated and placed in the "Salvage" node. From the action item the shop can review and submit fees to the salvage company.

To access this feature:

1. Go to Action Center on cccone.com
2. Select Action Items, then select Salvage
3. Select an item in the list to view details

Within action items the following information is available:

• Name of the salvage company requesting fees information
• VIN for the requested vehicle
• Year, make, and model of the vehicle
• Insurance company and claim number if present on the workfile

Notes:

• "Salvage" action items are available to all CCC Estimating shops
• To receive fee requests from a salvage company, the shop must first enable sharing fees data with salvors
• Only users included in a notification group configured for salvage events will receive salvage action items
• If no notification group exists, then salvage action items are sent only to users with the following security permission: Edit repair facility profile
• Users with the following security permission may view and act on salvage related action items: Create and edit workfiles

Advance Fees: Payment notifications

To support Advance Fees functionality, a new Payments notification node called "Salvage" has been added to Action Center. Once the shop submits fees information to the salvage company, the shop may receive payment status updates. A notification is sent for the following payment statuses:

• Payment initiated - The salvage company has initiated a new payment transaction to the shop
• Payment completed - Payment from the salvage company has been processed successfully and shop has received the funds
• Payment failed - An error was encountered and the payment transaction did not complete

To access this feature:

1. Go to Action Center on cccone.com
2. Select Payments, then select Salvage
3. Select an item in the list to view details

Bonus! Payment status is also reflected in the Updates column of the workfile search screen. Once the workfile is opened, the status is cleared from workfile search results.

Notes:

• To use Advance Fees functionality, the shop must first enable sharing fees data with salvors
• Only users included in a notification group configured for salvage events will receive salvage related payment status notifications
• If no notification group exists, then salvage related payment status update dates will be sent to users with the following security permission: Edit repair facility profile

Payroll: Create pay periods

To improve usability when creating new pay periods on cccone.com, we've added a back button the Create Pay Periods wizard.

To access this feature:

1. Select the menu button in the upper left-hand corner on cccone.com
2. Select Payroll, then Pay Periods
3. Click Add pay periods

Notes:

• Shop must have the following product enabled on their license to access Pay Periods: Repair Workflow Labor Management
• User must have the following security permission to access Pay Periods: Create, search, view and edit pay periods