Start a repair: create the portal and check the details

Start a repair in three steps: send the estimate, create the portal, and check the details.

• Send the estimate from CCC ONE
• Create the portal
• Check the details
• Fix the customer's name, email or phone
• Change the RO number or the location
• Remove a repair made by mistake
• If something goes wrong

Send the estimate from CCC ONE

These steps are in CCC ONE, not in Collision Clarity. Follow the steps for the CCC ONE you use.

CCC ONE Desktop

1. In the workfile, click Secure Share.
2. Tick the box next to Collision Clarity.
3. Click Send.

CCC ONE Web

1. In the workfile, click the three lines at the top left.
2. In the menu on the left, click Export.
3. Click CCC Secure Share.
4. Tick the box next to Collision Clarity.
5. Click Export.
6. Click Done.

The estimate goes to the Create Portal page in Collision Clarity.

Create the portal

1. On a phone, tap the three lines at the top left to open the menu. In the menu on the left, click Create Portal.
2. Find the car under the New tab.
3. To see only one location, pick it from the list that says All Locations.
4. To search, use the search box next to that list. Type the RO number, the VIN, or the customer's name.
5. Click Create on that car.

The repair opens on the Vehicle tab. Its status is In Progress.

Check the details

A repair opens on the Vehicle tab. Check each card.

• Customer Contact: Name, Email and Phone. You can change these.
• Vehicle Details: RO Number, Vehicle, VIN and Total Amount.
• Insurance: Insurance Company and Claim Number.
• Repair Overview: a summary of the repair. The app writes it when the repair is ready to send.

Vehicle Details and Insurance come from the estimate. You cannot change them on this tab. To change them, fix the estimate in CCC ONE and send it again.

Fix the customer's name, email or phone

1. On the Vehicle tab, click Edit on the Customer Contact card.
2. Type the right Name, Email or Phone.
3. If the customer agreed to get texts, tick Recipient agreed to receive text messages (confirmed during intake/drop-off).
4. Click Save. You see Customer contact updated.

You cannot tick the box until Phone has a full number. You need the tick before you can text the customer.

Change the RO number or the location

1. Open the repair.
2. Click the three dots at the top right.
3. Click Edit Repair.
4. Type the new RO Number, or pick a location from the Locations list.
5. Click Update. You see Repair updated successfully.

Remove a repair made by mistake

1. Open the repair.
2. Click the three dots at the top right.
3. Click Remove Repair. It is in red.
4. Click Remove in the box that opens.

The page says the repair has been removed.

If something goes wrong

You do not see Create Portal in the menu. On a computer, a Basic User or Central Reviewer does not see it. Ask a Repair Planner to create the portal.

The estimate is not on the Create Portal page.

• In the list of locations, pick All Locations.
• Type the RO number or the VIN in the search box next to that list.
• Still missing? Ask your Organization Leader if CCC ONE is connected. See Connect CCC ONE through Secure Share.

Estimate changes are not showing. A repair in review does not take changes from CCC ONE. See CCC changes are not showing.

You do not see Edit, Edit Repair or Remove Repair. A Basic User or Central Reviewer does not see them. Nobody sees them while the repair is in review or archived.

What to do next

Add your photos. See Add photos and finish the checklist.

Stuck?

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