cccone.com Release 2026.05.29

Here's what's new in cccone.com release 2026.05.29 for Repair Facilities.

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

 

Workfiles

Show Cancelled Workfiles

Shops can now search and view cancelled workfiles on cccone.com. Previously these workfile records were not returned in workfile search results.  

To view and open a cancelled workfile:

  1. Navigate to Workfiles
  2. Select Filter in the upper right corner
  3. Change Workfile Status to Closed
  4. Click Apply
  5. Open an opportunity workfile or repair order known to be Cancelled

When the workfile is opened, you'll see the "Cancelled" status at the top of the screen in the blue bar. 

Cancelled RO 1.png

When clicking on the menu button in the upper left corner of the screen, you'll see the cancelled status and reason in workfile summary information displayed under the Home menu.

Cancelled RO 02.png

Just like closed workfiles, cancelled workfiles are largely read-only at this time. Edit capability will be implemented in a future release.

Notes:

  • User must have the following security permissions to view workfiles: Create and edit workfiles or Search and view (read-only) workfiles

 

Performance Tab

The workfile Performance tab on cccone.com gives shops real-time visibility into repair order (RO) profitability and performance metrics. It helps users quickly identify variances from target gross profit (GP) goals and monitor exceptions that may affect workfile closure.

Access Points

Users can access the Performance tab on workfiles that have been converted to a repair order (tab is not available on opportunity workfiles). The tab includes two views:  

  • Profit Analysis – Detailed gross profit metrics  
  • Exceptions – Performance exceptions and reviews

Profit Analysis View

The Profit Analysis table displays Gross Profit $ and % broken down into three expandable/collapsible sections: Parts, Labor, and Other, plus a Grand Total row. Each section shows Sales $, Sales %, Target GP%, Target GP$, Actual Cost $, Actual GP%, and Actual GP$.  

Actual GP $ values are conditionally formatted:  

  • Green with an up arrow indicates above target  
  • Red with a down arrow indicates below target  
  • Black text with no arrow indicates equal to target

Parts include part type and Sublet breakdowns. Labor shows labor type details. Other covers shop materials, paint materials, hazardous waste, towing, storage, tax, shipping, and restock fees.  

All calculations use the current estimate, completed invoices, credit memos, and labor data with weighted target averages for accuracy.

Workfile Performance 01.png

Exceptions View

The Exceptions table helps monitor issues that could prevent closing the workfile. It includes a Reviewed checkbox column with Select All / Deselect All options. Critical exceptions display yellow or red exclamation icons when Impact $ exceeds thresholds. Users without Edit Workfile permission view the screen in read-only mode. Exceptions link directly to related invoices, labor assignments, or credit memos and cover common issues such as GP shortfalls, draft invoices, labor assignment problems, and parts mismatches. Critical exceptions may prevent the repair order from being closed until the exception is resolved.

Workfile Performance 02.png

Notes  

  • Shop must be licensed with the following product to access this feature: Repair Workflow Repair Order Management
  • User must have the following security permission to modify the workfile to clear exceptions: Workfiles - Create and edit workfiles
  • User must have the following security permission to override critical exceptions: Workfiles - Override CRITICAL performance exceptions
  • User must have the following security permission to override very critical exceptions: Workfiles - Override VERY CRITICAL performance exceptions

 

Receipts

Import Receipts

Shops with Repair Workflow Repair Order Management now have the ability to import receipts on cccone.com.

Templates on cccone.com differ from those on the CCC ONE Desktop. Receipt templates configured on cccone.com are at the company level, which means templates are accessible for use by all shop locations when importing receipts.

To configure and manage receipt templates:

  1. Go to Settings on cccone.com
  2. Select Receipts
  3. Go to Import Templates and select Configure

Add or edit import templates as needed. Once configured, you can use configured templates to import receipts in bulk from the Receipts search screen in cccone.com.

To import receipts:

  1. Select the main menu button in the upper left corner of the screen
  2. Select Accounting, then select Receipts
    Receipt Search 01.png
  3. Click Import Receipts button
    Receipt Search 02.png
  4. Select a template from the list
    Import Receipt 01.png
  5. Select receipt file to import
  6. Review the receipt data preview, then proceed with import
    Import Receipt 02.png

When completed, you'll see a list of new receipts that were created successfully. Any receipts that could not be created are listed in conjunction with the error encountered. You can either correct the data in the import file and try again, or create the receipts manually.

Import Receipt 04.png
Import Receipt 05.png

Notes:

  • Shop must be licensed with the following product to access this feature: Repair Workflow Repair Order Management
  • User must have the following security permission to configure import templates and import receipts: Import Receipts or Accounting Dashboard – Manage all aspects of accounting from a single dashboard
  • Receipt templates created on cccone.com are separate from templates created in the desktop application

Central Review

Quality Recommendations

CCC ONE repair facilities using the Central Review API can provide estimators with Quality Recommendations before an estimate is locked. Recent enhancements expand this capability by allowing automated Quality Recommendations to include line notes for existing estimate items. 

Web Quality Recommendations 01.png

Estimators can now view and apply these line notes directly within the estimate, and repair facilities can pass the selected line note values back through the Central Review API response, improving clarity and consistency during the estimate review process.

Web Quality Recommendations 02.png

To access this feature:

  1. Write an estimate, then select Lock 
  2. View Quality Recommendations returned
  3. If needed, check or uncheck items you want applied to the estimate
  4. Review any Internal Review Notes returned to determine if other updates to the workfile are required
  5. Select Apply & Edit

Notes

  • Shop must be licensed with the following product to utilize the Central Review API: Central Review
  • Back-end activation of the following feature is required: Enable Central Review API
  • The Apply & Edit action will apply selected items to the estimate without locking the estimate
  • When available, the Apply & Lock action will apply selected items to the estimate, then attempt to lock the estimate
  • If the estimate triggers Central Review, estimate lock is cancelled and the workfile is routed for review to the appropriate Central Review worklist

System Reports

Estimating

Shops now have the ability to view additional Estimating reports on cccone.com. This includes the following:

  • Central Review Cycle Time
  • Diagnostic Opportunity

To access reports on cccone.com:

  1. Log in to cccone.com
  2. Open the main menu and select Performance > Reports
  3. Select System Reports, 
  4. Click on any of the new reports, then update filters and click Apply
Estimate Reports.png

Notes:

  • User must have the following security permission to access estimating reports: Estimating - View estimating reports
  • Central Review Cycle Time report is only available to shops licensed with Central Review
  • Diagnostic Opportunity report is only available to shops licensed with CCC Diagnostics
Was this article helpful?
1 out of 3 found this helpful
Return to top

Related articles

Powered by Zendesk