Prepare a single repair packet
Use fictional RO 1021, an original $3,840 estimate, a proposed $286 supplement, a wrong-side $312 lamp and two customer messages. Give the presenter a technician, advisor and bookkeeper login. Confirm which estimator license and data-sharing arrangements stay in place.
| Test | Ask the next employee | A passing result |
|---|---|---|
| Estimate revision | Technician identifies authorized scope before approval | Original $3,840 remains approved until the $286 supplement is authorized. Both versions survive. |
| Parts return | Bookkeeper traces a $300 credit on the $312 lamp | The remaining $12 is explained by the original invoice and memo. |
| Production hold | Manager identifies why RO 1021 cannot advance | The missing part, follow-up owner and next action appear on the repair. |
| Customer handoff | Evening advisor finds the promise already sent | The actual message, sender and next callback time are accessible. |
| Payer balance | Accounting applies $500 and $4,000 to a $4,680 invoice | Customer owes $0 and insurer owes $180, with distinct references. |
Use the AutoHound import path first
AutoHound documents a Windows connector for estimate and supplement pickup. Ask the estimator to revise the file in their familiar system, then have production find the updated RO. Add a conflicting vehicle record and require the presenter to explain the review step. That tests the exception as well as the clean import.
Check what the configuration costs
Write down the estimator subscriptions retained, management fee, staff access and third-party charges. AutoHound’s published single-location plan gives a $599 monthly baseline. Compare it with the complete proposal for the configuration demonstrated. A retained license and a new management license both belong in the total.
Approve the change with the whole team
Let the estimator sign the version test, parts sign the return and accounting sign the payer balance. Record unverified functions with an owner and follow-up date. Have the vendor repeat any task that required the presenter to bypass the staff permissions your shop intends to use.
Compare the estimating and management decision · Reconcile the repairs at cutover
AutoHound estimate imports · AutoHound pricing · CCC ONE estimating