Mitchell Estimate Software: Configuring EMS File Paths for Seamless Imports and Exports

Mitchell Estimate Software, a key component of Mitchell Cloud Repair, streamlines the auto repair workflow by enabling seamless estimate imports and exports. This involves configuring the correct EMS (Estimate Management System) file paths to ensure smooth data transfer between your estimating system and Mitchell Cloud Repair. Proper configuration ensures efficient repair order management and facilitates collaboration between different systems.

Setting Up EMS File Paths in Mitchell Cloud Repair

Before you can import or export estimates, you need to specify the directory where your estimating software stores EMS files. This process involves locating the folder on your local drive and then inputting the file path into Mitchell Cloud Repair. This allows the system to locate and process the necessary files.

Configuring EMS Path for CCC Estimating

1. Locate the EMS File Directory: Open CCC One and navigate to Configure > Machine Settings > Import/Export > File Export. Note down the directory path listed in the Directory column. This is the location of your EMS files.

2. Configure Mitchell Cloud Repair: In Mitchell Cloud Repair, go to Settings > Importing and Exporting (under Estimating). Click Select Directory next to your estimating system (CCC).

3. Input the File Path: Paste the directory path you copied from CCC One into the designated field in Mitchell Cloud Repair.

4. Choose a Deletion Option: Select one of the following options for managing estimate files:

   • Never Delete Estimates: Retains all estimate files in the local folder.
   • Delete Estimate File Upon Conversion: Automatically deletes estimate files after converting an opportunity to a repair order, and deletes files older than 30 days.
   • Delete Old Estimate Files After X Days: Deletes estimate files older than the specified number of days.

5. Save Changes: Click Done to save your settings.

Configuring EMS Path for ADP (Audatex)

The process for configuring the EMS path for Audatex is similar to CCC.

1. Find the Export Path in Audatex: Log into Audatex and navigate to Setup > Profile Name (Body Shop Name) > Options > Export. Ensure the “Always Export” checkbox is selected and record the export paths.

2. Configure Mitchell Cloud Repair: Follow steps 2-5 from the CCC configuration, using the export path obtained from Audatex.

Conclusion

Configuring the EMS file path correctly in Mitchell estimate software is crucial for efficient estimate management and seamless data exchange between your estimating system and Mitchell Cloud Repair. By following the steps outlined above for CCC and Audatex, you can ensure a smooth workflow and optimize your auto repair process. This allows for accurate data transfer and facilitates streamlined communication between different systems involved in the repair process.