This site is provided for Mitchell 1 independent sales contractors with permission from Mitchell 1. The official Mitchell 1 website can be found at www.mitchell1.com.

Get Shop Stuff

Estimates 4 Ways To Keep Your W.I.P Screen Clean

Estimates and quotes are just part of running an automotive repair shop. The challenge is, not to clog up the Work In Progress (W.I.P) screen. Here are a few of the ways you can do that.

Toggle Them Off

The first thing you could do to keep your W.I.P screen clear is to toggle off the record types you don’t want to see, in this case is the estimates. On the W.I.P screen, click Display> then click “Repair Orders” and “Invoices” only. This way you will only see those types of records.

How to select the records you want to see in Manager Se.

Delete As Needed

You could also just remove estimates one at a time. This can be done simply by clicking Edit> Remove Order. If you prefer to review estimates one-by-one, then this way will help ensure you don’t delete estimates you want to keep.

Steps to remove an estimate in Manager SE.

Use The Revision Tab

Probably one of the best ways to deal with estimates is to copy them to a revision tab for that vehicle. This will ensure you have a complete copy of what you quoted in the system for when the customer returns.

Select all the lines on the order, press CTRL+C> open a revision tab> press CTRL+V> then rename that tab something to remind you of what is on that revision tab.

How to copy the lines in Manager SE to move them to the Revision Tab.
How to paste the lines in Manager SE to the open revision tab.
How to edit the title of the revision tab in Manager SE.

Purge Them Based On Days Old

Lastly, if you just want all those estimates gone, and you don’t care if you lose the data, or you simply don’t have the time to go through them, you can choose to purge the estimates in the Manager Se.

On the W.I.P screen>Purge Ests>Choose estimates over ## days> click ok. The system will then tell you how many estimates are about to be removed.

Steps to purging the estimates in Manager SE.
Screen showing that you want to confirm the purge of estimates in Manager SE.

How To Remind Your Customers

Make sure you also take these next few steps to ensure the customer comes back for this service/repair. On the Vehicle tab, add the recommendations and change the date so Social CRM will email them a reminder. Also, you will need to “pencil” them onto the calendar, so they get a reminder text to come back for the work.

Watch this video or call your Local Mitchell1 Rep to learn more about how to get your customers to come back more often.

Recent Posts

Share This Shop Tip

Search For More Shop Tips

Click images for interactive website

Website Theme #1

Website Theme #3

Website Theme #2

Website Theme #4

NEW website layouts!

Refer & Earn

How Does It Work?

Your shop can earn a complimentary month (up to $169 value) toward your monthly subscription for each shop you refer to Your Local Mitchell 1 Rep. It is our way of saying “thanks” for spreading the good word about our products.

Submit a Referral

My Expert

Your Mitchell 1 Rep is always the best way to find the right solution for your shop.