Request non-appointment estimate for customer unable to attend

How to notify an estimator for a customer unable to attend an repair estimate appointment.

The customer’s vehicle requires an repair estimate but the customer cannot attend an estimating appointment at a claim centre.

An estimator must be notified if a customer’s vehicle needs an repair estimate but the customer cannot attend an repair estimate appointment.

Create a material damage activity.
- Select the Non -Drive Estimating Assignment activity, and
- rename it to No Appointment Estimate.
Modify the activity.
- Rename the description to customer cannot attend any available appointments, and
- add additional information as to why the customer cannot attend.
Example:

Customer cannot attend any available appointments.
Set the assignment location in the activity to the customer's location.
Assign the activity to the Estimating Assignment Queue, using automated assignment.
Result:

The estimator then makes the necessary arrangements to assist the customer.