Detail Instructions
You go to the Preferred Shop screen in one of three ways:
- Selecting the Preferred Shop link on the home screen
- Selecting Claim>Claim>Preferred Shop from the drop down menu
- Selecting Preferred Shop from the shortcut menu which is available on many processing screens
Once preferred shop information is saved for a claim the name of the shop will display on the Home screen. If the Shop is NOT an AdjustRite shop the name will appear in red and will include a notice that the shop is not an AdjustRite shop. This will ensure you know the shop will need to send their estimate to you outside of AdjustRite.
Preferred Shop information may be entered directly on this screen or you can use the Select Preferred Shop link to select an existing repair facility. Using this feature will load all the information from that existing preferred shop into this screen where you can update and save it for the active claim. The information here will be saved for the active claim and may also be saved for assignment to future claims by clicking on the check box to Add to Stored Repair Shop List.
The following screen can be filled in when you assign a claim to a preferred shop for a claim. Check the indicated box and all the information you enter on this screen will be saved in your list of for the independent adjusters. You will be able to edit the information saved using Repair Shop Maintenance, which can be selected from the drop down Maintenance menu.
It is important to note that some preferred shops are AdjustRite shops. Your company will not enter the data for these shops into the computer, but instead the administrator for your company will use AdjustRite Pro Management to select those AdjustRite shops your company will be assigning as Preferred Shops to your claims. When you search for a preferred shop, those AdjustRite shops will be available to select, just as the shops you have entered yourself. It is easy to tell the AdjustRite shops from those you entered yourself on the Search screen, as the AdjustRite shops will be listed in blue.
The following fields can be maintained for each preferred shop assigned to a claim:
Name |
Enter the name of the shop here. This field is required (you can't save the Preferred Shop screen without a name). |
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. This phone number will print on the estimate report. |
Appraised by |
The shop appraiser who is expected to created the estimate for the claim. |
Alternate Phone |
You may enter an alternate phone number. This may be a mobile phone number, but any phone number may be entered here. This number will not print on the estimate report. |
Address |
Street address. This will print on appropriate reports. |
Fax |
The fax number entered here will print on the estimate report. |
Address 2 |
Use this field if the shop has a suite number or some other secondary address information. |
Registration Number |
This is for your own purposes, as the registration number doesn't print on the estimate reports. |
City |
The name of the city where the shop is located. |
Federal Tax ID |
This is for your own purposes, as the Federal Tax ID doesn't print on the estimate reports. |
State/Province |
Select the state or province from the drop down list. |
License 1 |
You may enter two license numbers for each shop. Both of these numbers will print on the estimate report. |
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. |
License 2 |
The second license number will print on estimate reports . |
Email |
This email address will be used to send a notification to the Preferred Shop when you click the Save button on this screen. If you change the email address and then save again another email notification will be sent to the new email address. |
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Closing Notes |
Any text you enter here will appear on the Closing Summary report. |
Again, be sure to click on the button after entering a new shop or making changes to an existing shop. Any data entered, but not saved, will be lost.
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