Filtering by Estimator - Estimates Section
This tutorial covers how to filter estimator's shown in the estimate's tab.
1. Once you're logged into the CR Auto Scheduler, and have navigated to the Estimates tab, you'll find the dropdown that allows you to select specific estimators.
2. If you click on the 'All Estimators' drop-box, you'll see 'My Estimators' directly below it. If you open this, it shows you all estimates done by all estimators that work for the shop.
***Since estimates can be written by outside estimators (primarily from insurance companies), filtering using 'My Estimators' can be useful to see estimates made only by estimators that work for your body shop.
Related Articles
Estimates Dashboard Overview
Here you can look for a specific customer estimate, manually create a new estimate, or filter your estimates for a specific estimator. Filter by Date Enter both a From and To date to see estimates from that date frame. Note: A more specific set of ...
CR Auto Scheduler Estimates: Active, All, and Search
This tutorial will be going over features under the estimates tab: Active, All, and the search feature. The 'active' section consists of people that have asked for estimates that don't have a vehicle in the shop (estimates the shop is trying to ...
CR Auto Scheduler - Manually Creating an Estimate
This tutorial covers how to manually create an estimate, in the case of a walk in. 1. In the 'Estimates' tab, click 'Create Estimate', then fill out the information and hit 'Save and Schedule'. 2. If you have an RO number, you can put it in here. ...
Block Scheduling Tool
Block Scheduling Tool The Block Scheduling Tool (BST) allows a repair facility to set up weekly placeholders to reserve spots to manage expected but unknown Repair Orders, for example, repairers who have agreements with insurance companies to drop ...
Setting the Reminder Days and Reschedule Options
Located under the Settings then location tab you can make changes to if the customer can request a reschedule themselves and how many business days before the customer will receive the reminder message. The repairer may choose the number of days, 1 ...