REPAIRCENTER WEB STATUS

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Presentation transcript:

REPAIRCENTER WEB STATUS

Table of Contents Web Status overview Step by Step Guide FAQ Helpful tips for complying with TD Web Status mandate

RepairCenter Online Repair Status (Web Status) Provide customers with 24/7 access to their vehicle repair status anytime, anywhere Keep customers informed and elevate satisfaction ratings with RepairCenter Online Repair Status: Send email notifications of repair changes or delays Automatically inform customers of repair progress from one department to the next

Step by Step Guide Write Estimate Open RepairCenter – Opportunities Select TD Opportunity Click “Convert to Repair Order” button Once repair order is created, click on the Repair Order Tab (defaults to Web Status) Find and highlight TD repair order Web Status box appears at the bottom Select Repair Stage (Body, Frame, Paint, etc) Select Job Stage (In Progress, Completed, Delivered) Add Notes (if needed) Click update Status

Frequently Asked Questions: Q) Do I require an email address in order to complete a Web Status update? A) No, an email address is not required Q) On a total loss claim, do I still need to complete a Web Status update? A) Yes, all claims require you to complete a Web Status update. Q) I can’t see my estimates in my opportunities tab within Mitchell RepairCenter? A) There is a configuration issue with your current EMS paths. Confirm that the paths in Ultramate match those that are in Mitchell RepairCenter. Contact our TAC line for additional assistance if needed. Q) I used to be able to update the customers email address within the Web Status window, now it is greyed out? A) An update was completed in August ‘16 where it required you to make any changes to customer information from within the Admin/Vehicle tab with the repair order.

Frequently Asked Questions: Q) How do I access the admin and Vehicle Tab? A) In the Web Status Tab, highlight the repair order, once highlighted, select the RO next to the Jobs folder. Q) How many statuses do I need to complete? A) The following statuses need to be completed (excluding TL): Body, Paint, Ready for Delivery Q) Where can I change the Repair Status departments? A) These fields are static and can not be changed.

Frequently Asked Questions: Q) I have RepairCenter Management. I have it set to automatically send status updates depending on the department, does the Web Status go out? A) With the release of RepairCenter 16.3 in Sept ‘16, the link between Vehicle Location and Web Status has been updated. If you have Web Status configured to automatically send updates when vehicle is moved to a department, Web Status will now be sent. (This is also the case with RepairCenter Shop Clock users as well) Q) Can I complete the Web Status at the end of the job? A) No, Web Statuses need to be completed during the process of the Repair.

Frequently Asked Questions: Q) I have multiple TD Insurance Companies in my RepairCenter, which one do I use? A) Doesn’t matter which one you use, as long as each one of them are associated with TD Insurance (T1). To validate this, click on more – Business list (top right corner). Under Contacts – Insurance Companies, highlight one of the TD Insurance Names, in the right hand pane, under communications, scroll and select TD/Monnex/Security National (T1)

Frequently Asked Questions: Q) How do I check if Statuses have been updated on TD Claims? A)In the Web Status tab complete one of the following (i, or ii): i) Click on the Insurance head to sort insurance companies by ascending/descending order, scroll to display all TD Insurance repair orders ii) Select the appropriate date range 1) Select the “Status” as All 2) in “Select”, click on Insurance Company 3) In “Having”, select TD insurance (or the specific naming of you TD Insurance Company) 4) Click Apply Filter

Helpful tips for complying with TD’s Web Status mandate: Claim numbers MUST match that coming from TD Insurance. If you manually create an eClaim folder, the exact claim number must be entered (including the leading 0) RepairCenter should be opened everyday/all day. This ensures that all Ultramate files are captured by Mitchell RepairCenter Repair status needs to be completed throughout the repair process. Completing status at the end does not provide real time updates. Total Loss files DO NOT need to have Web Status updates completed. For TD only, an email address is NOT required to complete a Web Status update as TD will capture the update and post it to the TD MyInsurance portal for the Insured to view.