Importing Estimates
Related Documents
Create a Folder from EMS Extract
Import an Estimate into a Folder
After selecting the customer Folder, click the Estimates tab on the folder and click the New button on the button bar.
You will be prompted as to if you would like to keep a permanent copy of the estimate. Choosing "yes" will store a printable copy of that estimate report in the Folder print screen, so if you import a revised copy of the estimate, you will always have a record of that original estimate on file.
Once the estimate has been imported, the system will prompt you to review the estimate. Click OK and the estimate will open.
NO CHANGES CAN BE DONE IN THE ESTIMATE.
ALL CONVERSIONS MUST BE DONE IN THE WORK ORDER.
You will now be prompted on if you would like to create a Work Order. Choose "Yes" if you are ready to begin repairing the vehicle.
Multiple Estimates
NEXconnex allows multiple estimates to be imported into the system. Simply click the New button and import another Estimate. If you have multiple estimates, you will need to designate one as your primary estimate that is being used for the repair. Select the Estimate line and click the "Set as Primary Estimate" button. A "1" icon will show in front of that estimate line.
