Managing a commercial estimate in Mitchell TruckMax to issue a payment

Estimates are approved in Mitchell Connect TruckMax to enable the issue of a payment.

When this applies

When an estimate is reviewed and approved, allowing a payment to be issued.

Process

  1. Repair facility
    1. Submits final estimate, marking it as Final in Mitchell Cloud Estimating (MCE) which routes the estimate to the last approving appraiser/estimator to review in WorkCenter (WC).
  2. Appraiser/Estimator
    1. Reviews final estimate for payment approval.
    2. Views final estimate , confirming the itemized estimate totals.
    3. Creates manual payment activity in ClaimCenter, attaching itemized totals information.
  3. Admin
    1. Reviews payment activity in ClaimCenter
    2. Enters estimate totals into SAP.
      Note: This issues a payment via cheque or electronic funds transfer (EFT).
    3. Closes task in ClaimCenter.
Parent topic: Commercial claims