Dealer Maintenance

Summary

Dealers can be added and updated using this screen.

The Dealers entered here can be used when obtaining total loss evaluation information. You can obtain prices without ever setting up dealers, but setting dealers up here can both save you time and help ensure you have accurate information for the dealers you use on a regular basis.

 

Detail Instructions

Dealer information can be entered directly into this screen or can be entered on the Dealer Information screen, while creating a total loss evaluation, and then saved into your list of Dealers.

The following screen can be filled in when you are entering your total loss evaluations. Check the indicated box and all the information you enter on this screen will be saved for the Dealer.

 

You can add Dealers directly to your list of independent adjusters by selecting Maintenance from the drop-down menu

 

Use the Independent Adjuster Maintenance screen to add independent adjusters you will use on a regular basis or to change information for adjusters you have already saved. Once you have added an adjuster here you will be able to assign them to a claim by selecting them from a list.

 

The following fields can be maintained for each dealer entered into the system:

Name
Enter the name of the dealer here. This field is required (you can't save Dealer Maintenance without a name. The dealer name will display on the total loss evaluation report.
Phone
Enter the phone number in three sections. The program will automatically skip to the next section after you enter the numbers in the first section.
Contact
This is your primary contact at the dealer
Alternate Phone
You may enter an alternate phone number. This may be a mobile phone number, but any phone number may be entered here.
Address
Street address. This will print on appropriate reports.
Fax
The fax number you have on file for this dealer.
Address 2
Use this field if the dealer has a suite number or some other secondary address information.
Email
The email doesn't print on reports, but this is a convenient way to save the email address for each of the dealers you work with.
City
The name of the city where the dealer is located.
 
State/Province
Select the state or province from the drop down list.
Federal Tax ID
This is for your own purposes, as the Federal Tax ID doesn't print on any reports.
Postal Code
Enter the U.S. Zip code or Canadian postal code. zip codes can be entered either with 5 digit or 5+4 digit formats.
 
Note
Enter any notes regarding this dealer. These notes will not print on any reports.

Again, be sure to click on the button after entering a new dealer or making changes to an existing dealer record. Any data entered, but not saved, will be lost.