Your first repair, start to finish

This guide takes you through one repair, from the estimate to the customer. Use a computer or your phone.

Before you start

• You have signed in. If not, see Sign in and find your way around.
• The estimate was sent from CCC ONE to Collision Clarity.
• Your role is Repair Planner, Location Leader or Organization Leader. Other roles do not see every button.

Step 1. Create the portal

1. In the menu on the left, click Create Portal. On a phone, tap the three lines at the top left to open the menu first.
2. Find the car. Not there? See Start a repair: create the portal and check the details.
3. Click Create on that car.

The repair opens. Its status is In Progress.

Step 2. Check the car and the customer

On the Vehicle tab, check the car. Check the customer's name, email and phone number. If one is wrong or missing, click Edit on the Customer Contact card. Fix it, then click Save.

Step 3. Add your photos

1. Click the Media tab.
2. In the checklist, click Add on a red item.
3. On a phone, tap Camera. Take the photo, then tap Done. On a computer, click Device and pick the file.
4. Do the same for each red item. Finished items show a green check mark.

The app names each photo for you.

More: Add photos and finish the checklist.

Step 4. Link your photos to the repair plan

1. Click the Plan tab.
2. Click Auto Link. The app uses your shop's rules to match photos to repair lines.

More: Link photos to the repair plan.

Step 5. Send it for review

Click Send for Review at the top of the page.

• If items are missing, the app tells you how many. Click Review checklist to add them.
• If your shop skips review, the button says Mark Ready to Send.

You cannot change the repair during review.

More: Send a repair for review.

Step 6. Share it with the customer

When the status is Ready to Send, you can share the repair.

1. Click Send Portal at the top of the page.
2. Click the Add recipient box.
3. Pick the customer, marked Vehicle Owner.
4. Click the Share button.

Customer not listed? Type their email in the box and press Enter.

The customer gets an email with a link to the repair. The status changes to Portal Sent.

More: Share a repair by email or text.

Stuck?

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