4. Add the Estimate to Mitchell Connect

When you complete and commit (lock) an estimate in your estimating system, add the estimate to the job in Mitchell Connect.When you complete and commit (lock) an estimate in your estimating system, add the estimate to the job in Mitchell Connect.

Add the Estimate to Mitchell Connect

  1. On the Job Overview page for the assignment, click Add Existing Estimate.

  2. The Add Estimates page shows all estimates written in the last two weeks. If you estimate doesn't show, try the following:
    • Change the date filter to the last 90 days or last 120 days.
    • Click View & Edit Locations and add the paths to where your estimating system exports estimates.

    Tip: Mitchell Connect places the most likely estimate at the top of the list.

  1. Click Select Estimate. A PDF estimate automatically appears if you are using UltraMate. If you are using CCC or Audaexplore, drag and drop a PDF version of the estimate that you already created and saved on your machine.
  1. When the estimate is successfully loaded to the Job, the estimate value displays on the Job Overview page. as needed.

  1. On the Job Overview page, click Write Valuation Request.

  2. WorkCenter Total Loss appears in a new window in your browser. Complete the request in the window.

  3. Once completed, click Submit for Review.

  4. Once the request is submitted, Mitchell Connect will show the total loss assignment card as blank. Click Refresh (or press F5 on your keyboard) until the total loss card populates.

  5. The total loss card is now populated. To view the valuation, click Continue Request.

    Note: After this step, the total loss worksheet is sent to Desjardins.

  6. Click Request Review by Desjardins General Insurance Group if you want the claim to be sent to the review desk, and then click Send.

    Note: Only select the check box Request Review by Desjardins General Insurance Group if you need this claim to be sent to the review desk.

How to Demos

Watch Add an Estimates Demo