This article covers the configuration and usage of the Carwise.com Web Estimate sharing functionality.
Configuration
Usage
Requirements
Configuration
How to Enable Web View
Note: You must have a Carwise profile configured to be able to enable Web View. Configuring your Carwise profile is covered in detail in How to Configure Carwise Profile.
- Login to cccone.com with your CCC Estimating User ID and Password.
- Expand the Site Navigation Menu, then select Settings.
- Select the UpdatePlus tile.
- Select the Web View tab at the top
- Enable the slider for Share web view of estimate
- In the lower left-hand corner, select your desired option for when to share totals (all estimates vs. locked only). This will allow the link to be sent manually or automatically to the customer.
- To share the URL on the estimate document enable the slider for Print URL on estimates
- Click Save to finalize the edits
Usage
Manual Send
The option displayed below is available after Web Estimate is enabled in your cccone.com settings, and you choose the Send option at the top of the desired workfile.
Automatic Send
The message below will display on the Notes tab of the workfile, when the Web Estimate is shared with the customer via an automated message (based upon the preference selected in step 6 of the configuration above):
Thank you (customer name) for allowing (repair facility name) to service your (vehicle make). We will provide you with an updated status soon. Reply "STOP" to cancel. www.carwise.com/(unique ID)
Requirements
After the appropriate configuration has been completed, the following conditions are required in order for the Web Estimate sharing to function:
- Payer field on the workfile Insurance tab is NOT set to Internal or Warranty.
- Workfile has NOT been marked as a Total Loss in the workfile Actions menu.
- You must send a status update to customer first. The custom text (containing the web view link) can only be sent after first status message has been sent.
- Workfile status is one of the following:
- Open AND not delivered (The Vehicle In event must be marked complete)
- Open AND delivered within the past two (2) weeks
- Closed within the past two (2) weeks
- If this is an Opportunity or Repair Order, then it cannot be canceled
- Communication preference must be "text" or "email".
- The Workfile must have at least one contact with an email address OR a customer contact (ie, owner, driver, or "other") with an email or cell phone contact.
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