Set up your shop

This page is for the Organization Leader. Do these jobs before your team starts its first repair.

• Connect CCC ONE
• Add your team
• Check your locations
• Set your shop settings
• Set your documentation rules
• If you work for more than one company

Connect CCC ONE

Collision Clarity gets your estimates from CCC ONE. Until you connect the two, no estimates come in. See Connect CCC ONE through Secure Share.

Add your team

Add each person who will use Collision Clarity. Give each one a role and their locations. See Team members and roles.

Check your locations

In the menu on the left, click Locations. On a phone, tap the three lines at the top left to open the menu first.

The page lists your locations.

Customers see each location's name, address, logo, phone number and email on a shared repair. To change them:

1. On a computer, click the pencil at the right of the location's row. On a phone, tap the location, then tap Edit location.
2. In the Edit Location window, make your changes. Phone Number must be 10 digits, with no spaces or dashes.
3. Click Save at the bottom. You see Location updated successfully.

In the same window, you can also change the location's team members, Hide Totals and Skip Review Step. Skip Review Step is a list with three choices:

• Inherit from Organization: the location uses the shop setting on the Org Info tab.
• On: nobody has to approve this location's repairs.
• Off: someone has to approve them before they are shared.

Set your shop settings

1. In the menu on the left, click Settings. On a phone, tap the three lines at the top left to open the menu first.
2. Click the Org Info tab at the top.
3. Fill in the page. The list below explains each part.
4. Click Submit at the bottom. You see Company Info Updated Successfully.

• Email and Phone Number: your company's email and phone number.
• Logo: your company's logo, for the report emails your team gets. Add it on a computer.
• Repair Plan Label: the app looks for this label to find your repair plan file.
• Hide Invoices After Review: hides new invoices once a repair is Ready to Send. The app looks for “invoice” in the file's label.
• Hide Totals: hides the totals from customers. A change here also changes every location and every repair.
• Skip Review Step: nobody has to approve a repair before it is shared.

Set your documentation rules

Your rules decide what is on each repair's checklist. They also tell Auto Link which photos go with which repair lines. See Documentation rules: checklist, repair lines and Auto Link.

If you work for more than one company

Your company's name is at the top of the page. If it has a small arrow, click it. Pick the other company. Then do these jobs again for that company.

What to do next

Next, see Your first repair, start to finish.

Stuck?

Click Help in the menu to send us a message. You can also email help@collisionclarity.com.