Repair Shop Management

Summary fix this back to repair shop management

Repair shops can be added and updated using this screen.

The Repair Shops entered here can be used when assigning a Repair Shop to a claim. The repair shops entered here are organizations which NO NOT have access to the AdjustRite system, so estimates may not be entered directly in AdjustRite by these shops. Repair shops with access to AdjustRite will be selected under the Administration menu under the AdjustRite Preferred Management menu / Repair Facility option.

 

Detail Instructions

Repair Shop information can be entered directly into this screen or can be entered on the Repair Facility screen for a claim and then saved into your list of repair facilities.

The following screen can be filled in when you assign a claim to an independent adjuster for a claim. Check the indicated box and all the information you enter on this screen will be saved for the independent adjuster.

 

You can add repair shops directly to your list of shops by selecting Maintenance from the drop-down menu

 

Use the Repair Shop Maintenance screen to add shops you will use on a regular basis or to change information for shops you have already saved.

 

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

Name
Enter the name of the shop here. This field is required (you can't save Repair Shop Maintenance without a name. The shop name will print on appropriate reports.
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.
Contact
This is your primary contact at the shop.
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.
Email
The email doesn't print on reports, but this is a convenient way to save the email address for each of the repair shops you work with.
City
The name of the city where the physical repair facility is located.
Registration Number
This is for your own purposes, as the registration number doesn't print on the estimate reports.
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 the estimate 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.
License 1
You may enter two license numbers for each shop. Both of these numbers will print on the estimate report.
 
License 2
The second license number will print on estimate reports .
Note
Enter any notes regarding this repair shop. These notes will not print on any reports.
Preferred
Check this box if you want this repair shop to show up on the Preferred Facility list.

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.