While in the estimate, go to the ‘Items Summery’ tab. Select (highlight) the Sprayable Basecoat, Clearcoat or Sealer, you would like to make the price change to. Then do a ‘right click’ and select ‘edit item’. Then in the ‘Unit Price’ box, type in the price and click ‘ok’.
While in the estimate, go to the ‘Items Summery’ tab. Select (highlight) the item you would like to make a ‘line item’. Right click the item and select ‘Line Item’. This item row will turn green. In Print Preview, select Estimate/line Item, Invoice/line Item or Supplement/line Item. This option with print out just the Line Items on a separate sheet for your records.
Go to the ‘Paint’ tab and you will see a box for ‘Color Code’. Note: You do have to have at least the year, make, and model of the vehicle before it will find the color code.
Be sure to have the new insurance group in ‘Company Name’ on the ‘Insurance’ Tab. Once you print the invoice, a box will appear that says ‘Insurance Group Selection’. Select ‘Add new insurance group with the following group name’. This will add a new group, and will automatically from there out put them in that new group.
At the top you will see a magnifying glass icon for ‘search’. A box pops up and you can search either by ‘brand’, ‘part number’ (the easiest way), or ‘description’. Once item is found, it will show in the bottom section of the screen. You can either double click or drag and drop it into the estimate. All search products are defaulted to quantity of ‘1’, so be sure to edit the amount used.
Go to the ‘Paint’ tab. You will see a radio button option under the ‘Paint information’ box for ‘Multi tone’. Select ‘two color’. You have the option to change the percentage of paint used, and also add a second color code.
To put in your actual payment once the job is closed out. Go to the ‘General’ tab and click the box in the bottom right ‘Change Paid Amount’. A new box appears and you can select ‘Allowance Amount’ (what the insurance company gave you), ‘Invoice Amount’ (the PMCLogic total) or ‘Other Amount’. Other Amount is if you got paid something in between the Allowance and Invoice amounts. OR go to the ‘Saved Est’s/Jobs’ tab on the home screen, and click ‘Quick Edit’ at the bottom of the screen. Then just click within the box ‘Paid Amount’ and type the amount paid.
Go to the ‘General’ tab. Type in the insurance allowance amount in the ‘P & M Allowance Amount $’ box. You can update the dollar amount that came over from your estimating system. You want to put in what they are giving you for the job.
Go to the ‘Product Maintenance’ tab. In the ‘Select Options’ box, select ‘Select all products for edit’. Then click the ‘Edit’ tab above. In the ‘My Cost’ box, select ‘Set my cost to be ____ of reference price’. It starts at 100% which is the highest list price for those products in the market. To put in a discount of 15% you will put 85% in the box.
Click on ‘Utilities’ in the upper left corner of the home screen. Then select ‘Maintenance’ then click on ‘Usage Factor Maintenance’. Once on the screen look for the material that you wish to change. Then in the column that has ‘Usage Factor %’ and currently shows [100], adjust that up or down to reflect the coverage you wish to show. To increase the material, type in 100+. For example: Want to show 20% more, type in 120. To decrease coverage take percentage off of 100. Example: Decrease material by 15% type in 85. Press ‘OK’ when done.
Go to the ‘Product Maintenance’ tab. In the ‘Select Options’ box, select ‘Select all products for edit’. Then click the ‘Edit’ tab above. In the ‘My Price’ box, select ‘Set my price to be ____ of reference price’. It starts at 100% which is the highest list price for those products in the market. To mark it up by 10% you will put 110% in the box.
Go to ‘Company Setup’ on the main start screen. Then click on ‘Paint’ tab. For Paint, Clearcoat, and Sealer you can adjust the cost by changing the ‘Cost Adjust %’ from 100. Example: If you get a 20% discount you will type in 80.
Go to ‘Company Setup’ on the main start screen. Then click on ‘Paint’ tab. For Paint, Clearcoat, and Sealer you can adjust the coverage up or down by changing the ‘Coverage Adj %’ from 100. Example: To add 20% more coverage you will type in 120. To add less coverage by 20% you will type in 80.
Go to ‘Company Setup’ on the main start screen. Then click on ‘Paint’ tab. For Paint, Clearcoat, and Sealer you can adjust the price up or down by changing the ‘Price Adjust %’ from 100. Example: To mark price up by 20% you will type in 120. To mark price down by 20% you will type in 80.
Go to the ‘General’ tab. Type in repairs hours in the ‘Refinish Hours’ box. You can update the numbers that came over from your estimating system.
Go to the ‘General’ tab. Type in repairs hours in the ‘Repair Hours’ box. Note: This should be a total of hours on just the panels you painted. You can update the numbers that came over from your estimating system.
Go to the ‘Paint’ tab. You will see a radio button option under the ‘Paint’ box. Click the drop down for ‘Paint Brand’
Go to the ‘Paint’ tab. You will see a radio button option under the ‘Paint’ box. Click the drop down for ‘Paint type’
Go to ‘Bill To’ tab. In the ‘Bill To’ box top box on the right is ‘Billing Profile’. Select the […] to open your list of Billing Profile and select the one you want to change to.
While in the estimate, go to the ‘Items Summery’ tab. Select (highlight) the item you would like to delete. Right click the item and select ‘Delete’ from the options. Select yes, on the question ‘Are you sure’.
Click on ‘Utilities’ in the upper left corner of home screen. Then click on ‘Billing Profiles’. Open your ‘Body Shop Profile’. You will see a full list of all materials that make up our program. Once you set this, it will be for every invoice from here on out. Not Used – Removes product entirely. Does not show on the invoice, does not charge on invoice, and does not account on your cost and material list.
While in the estimate, go to the ‘Items Summery’ tab. Select (highlight) the item you would like to make the amount change to. Simply start typing the change you would like to make and you will see it being updated in the ‘Act. Qty’ column.
Click on ‘Utilities’ in the upper left corner of home screen. Then click on ‘Billing Profiles’. Open your ‘Body Shop Profile’. You will see a full list of all materials that make up our program. Once you set this, it will be for every invoice from here on out. Line Item – Tag the products that you already write out on your (CCC, Mitchell, Audatex) estimate as separate line items. Does NOT show on the invoice, does NOT charge on invoice, but accounts on your cost and material list.
**Use the Print Preview option of Estimate/Line Items, Invoice/Line Items, or Supplement/Line Items. It will not only print out your regular Estimate, Invoice or Supplement, but also a separate sheet with the tagged Line Items. This assures you do not forget to add them back into your estimate**
Click on ‘Utilities’ in the upper left corner of home screen. Then click on ‘Billing Profiles’. Open your ‘Body Shop Profile’. You will see a full list of all materials that make up our program. Once you set this, it will be for every invoice from here on out. Optional – tag the products that you only use on occasion. If you find yourself deleting out a product more than leaving it in, then set this optional tag. Once you do, when on the PSG Tab (Panel Selection Guide) you will now see an extra Tab called ‘Optional’ along with ‘Body, Structural, Custom and Miscellaneous’. Any item tagged here will now show up on that tab, and you can select those products as needed.
While in the estimate, go to the ‘Items Summery’ tab. Select (highlight) the item you would like to make ‘non chargeable’. Right click the item and uncheck ‘Charge for this item’ from the options. Once you tab off that item it will be selected in red. Also when you go to Print, the item will be in its own ‘Non Chargeable’ section at the bottom of the chargeable items.
Go to the ‘Paint’ tab. You will see a radio button option under the ‘Paint information’ box for ‘single stage’, [default] ‘two stage’, and ‘three stage’
Click on ‘Utilities’ in the upper left corner of home screen. Then click on ‘Billing Profiles’. Open your ‘Body Shop Profile’. You will see a full list of all materials that make up our program. Once you set this, it will be for every invoice from here on out. Non Chargeable – Shows on the invoice, does NOT charge on invoice, and accounts on your cost and material list.
If the vehicle is older than 1980 it may not be in the data base. If it cannot find the VIN, manually type in the year, make, model and description. You can choose also manually select the Vehicle type and Body Style on the PSG tab (Panel Selection Guide)
Go to the ‘Vehicle’ tab, and you will see ‘Owner’ tab next to the ‘Vehicle’ tab
We do not have you set up taxes when first installing. Reason for this, is most shops put the invoice/supplement back into their estimating system. It is already taxing on that estimate. I you are producing a separate document outside the CCC/Mitchell/ADX estimate you can add taxes by using the tax tab within the estimate. Check the ‘Use’ box. You can set this to be turned on permanently by going to ‘Company Setup’ on the home screen. Select ‘taxes’ and set your sales tax rate, check the ‘use’ box and select ‘ok’ at the bottom to save.