What's New in CCC® Estimating for November 2024

Click here to view the What’s New release notes for CCC® Estimating.

Note: The availability of the features listed below may vary based on the products licensed to your company.

CCCONE.COM - Web Estimating

Payroll: Support for S-Corp earnings

Shops enabled with CCC Payroll now have the ability to add Shareholder Benefits and Shareholder HSA earnings to the employee paysheet.

To access this feature:

  1. Open a Pending pay period to edit.
  2. Select an employee paysheet, then click Edit.
  3. Scroll to the Paysheet Totals section and click Add other pay.
  4. Select either Shareholder Benefits or Shareholder HSA as desired.
  5. Enter a description and amount, then Save.

Note:
- This feature is only available to shops licensed with CCC Payroll.
- User must have the following security permission to edit employee paysheets: Create, search, view and edit pay periods.
- Shareholder earning options only appear for companies that have specified themselves as an S-Corporation or Single Member LLC during the CCC Payroll onboarding process.
- Shareholder earning options only appear for employees that have been identified as a shareholder employee during the CCC Payroll onboarding process.

Payroll: Support for Custom Payday

Shops enabled with CCC Payroll now have the ability to specify a custom payday when creating regular pay periods. Previously, payday defaulted to seven (7) days after the pay period end date and could not be changed. Now, when creating new pay periods, the first step in the New Pay Period wizard includes a payday field. After selecting the pay period frequency, specify how many days after pay period end the payday should be.

To access this feature:

  1. Go to Payroll > Pay Periods on cccone.com.
  2. Select Add pay periods.
  3. Specify pay period location, frequency and payday parameters, then click Next.
  4. Specify pay period start and end to generate one or more pay periods, then click Next.
  5. Click Done when pay periods have created successfully.

Once the pay periods have been created, open pay periods as usual per your payroll processing schedule. If your payday happens to fall on a non-banking day (weekend or holiday), you will be prompted to edit your payday when the pay period is opened. Additionally, you may edit the payday at any time while the pay period is in "Pending" status. Simply click the Edit pay day button in the pay period toolbar.

Note:
- This feature is only available to shops licensed with CCC Payroll.
- User must have the following security permission to edit pay periods: Create, search, view, and edit pay periods.
- If setting pay frequency to Every week on or Every two weeks on, you will be prevented from selecting a payday option that falls on a weekend.
- When editing the payday date via the pay period, existing validation rules apply - payday cannot be a weekend, non-banking day (holiday), or within the processing period.

Payroll: Clock-out Timecards

Shops now have the ability to forcibly clock-out timecards that are currently clocked in.

To access this feature:

  1. Go to Payroll > Timecards on cccone.com.
  2. Select the By Punch view.
  3. Set the Status criteria to Clocked-in.
  4. Select a timecard from results, then click Clock-out.

 

Selecting clock-out will update timecard status to "Clocked-out". Once clocked out, the timecard can be edited and is available for selection in the employee paysheet.

Note:
- Timecard functionality is only available to shops licensed with the following product: Repair Workflow Labor Management.
- User must have the following security permission to access timecards on cccone.com: Create, search, view, edit and forcibly clock-out timecards.

Pay Period: Print Worksheet

Pay Periods on cccone.com now provide the ability to print the employee or team "Worksheet" report from the pay period screen. This feature is available to shops licensed with Repair Workflow Labor Management features.

To access this feature:

  1. Go to Pay Periods on cccone.com.
  2. Open a pay period to Edit.
  3. Select an employee or team in the pay period, then click Print.
  4. Select Worksheet from the menu.

Note:
- Shop must be licensed with the following feature to access Pay Periods: Repair Workflow Labor Management.
- User must be enabled with the following security permission to edit Pay Periods: Create, search, view and edit pay periods.

Pay Workflow: Technician Security Permission

Shops enabled with CCC Pay Workflow now have the ability to provide CCC ONE Mobile Technician users with visibility to real-time pay data in the My Pay screen on Mobile. When this permission is enabled, the mobile user may see paysheet details prior to marking the paysheet as "approved." The mobile user will also see paysheet summary details on the My Pay screen.

To edit the CCC ONE Mobile Technician security role:

  1. Go to Settings on cccone.com.
  2. Select Security Roles.
  3. Select CCC ONE Mobile Technician, then click Edit.
  4. Under Employee permissions, check View pending paysheet detail.
  5. Click Save.

Note:
- This permission is only available to shops licensed with the following product: CCC Pay Workflow.
- The "View pending paysheet detail" permission is unchecked by default.


Diagnostics: Support for adasThink

Shops now have the ability to register adasThink in Diagnostic Connections settings. Diagnostic Connections allow shops to receive diagnostic and calibration scans electronically within CCC ONE.

To register a diagnostic provider:

  1. Go to Settings on cccone.com.
  2. Select Diagnostic Connections.
  3. Click Add, then follow the instructions provided.

Note: User must have the following security permission to edit Diagnostic Connections settings: Edit repair facility profile

Settings: Read-only access to Employees

Shops now have the ability to provide read-only access to view employee settings on cccone.com. Previously, only users with access to edit the employees were able to view information in the employee profile.

To access this feature:

  1. Go to Settings > Security Roles.
  2. Select a security role, then click Edit.
  3. Select the Permissions tab.
  4. Scroll to Employee permissions, then check Search and view employees (read-only) on cccone.com.
  5. Save changes.

Users granted with read-only access will be able to go to Settings > Employees on cccone.com. The user can search and view any employee profile. All information is read- only and cannot be edited.

Note:
- Read-only access to employee profiles is only available on cccone.com - read-only accessis not supported in the desktop application.
- Search and view employees (read-only) on cccone.com permission is disabled on all security roles by default.
- Users with this permission will have visibility to employee wage details managed in CCC ONE.}
- User must have the following permission to edit security role permissions: Create, search, view, edit, and delete security roles.

Settings: Diagnostic sharing for Insurance Companies

Shops using CCC Diagnostics now have the ability to share electronic scans with the insurance company automatically.

Electronic scans are diagnostic scans performed on a vehicle using a scan device registered with CCC ONE. When using a registered scan device, scan reports are automatically attached to the CCC ONE workfile as a PDF document. Just like photos and other PDF attachments on the workfile, the scan report can be shared with the insurance company.

By default, scan reports are not automatically shared with insurance. However, through Insurance Company settings you can enable automatic sharing of diagnostic reports.

To access this feature:

  1. Go to Settings on cccone.com.
  2. Select Insurance Companies.
  3. Select the insurance company you want to share with, then click Open.
  4. Scroll to Diagnostic Sharing and set the switch to Enabled.

Note:
- User must have the following security permission to edit Insurance Company settings: Edit repairer profile.
- Diagnostic sharing is disabled for all carriers by default.
- Vendor invoice information related to diagnostic scans is not shared with insurance unless it is included in the scan report PDF.

Amplify: Public Website Settings Sales State

A sales state setting screen for CCC Amplify is now available on cccone.com. From this screen, shops will be able to preview their website could be using the CCC templates and website editing tools. This functionality will allow shops to experience CCC Amplify prior to purchasing the product. And, when the shop is ready they can purchase the product in app simply by clicking a Purchase button!

To access this feature:

Note:
- Back-end activation is required. The following company attribute must be enabled: Web - Enabled Duda Public Website setting.
- User must have the following permission to access Public Website setttings: Edit repair facility profile.
- The shop will not be able to publish their website until they have purchased CCC Amplify.

Calendar Dashboard: Assign Estimator Action

Shops now have the ability to assign an estimator to the workfile from the Calendar Dashboard. Workfiles that are not assigned appear in the Calendar Exceptions "Unassigned" queue. To resolve this exception an estimator must be assigned.

To access this feature:

  1. Select Calendar in the main menu on cccone.com.
  2. Click the Calendar Exceptions view.
  3. Select an item in the Unassigned exception list.
  4. Click Assign Estimator.
  5. Select an estimator, then click Save.

Once an estimator is assigned, the screen refreshes and the workfile disappears from the Unassigned queue.

Note:
- User must have the following permission to access the Calendar: Calendar Dashboard - Manage schedule of appointments.
- Only estimators whose home location is the current login location may be assigned to workfiles from the Calendar Exceptions queue.

Production Dashboard: Kanban Style Board

Shops now have access to Production Boards on cccone.com. Production Boards are a kanban style dashboard shops can use to manage their production schedule. With Production Boards, a given shop location can:

To access this feature:

  1. Go to cccone.com and click the menu button in the upper left corner.
  2. Select Production Boards.

The first time Production Boards are accessed, there may be no boards available to view. Simply click "Add Board" to configure your first board. Once your board is created, use the filter and settings buttons on the right-hand side of the search box to open the board configuration panel.

Production Boards are highly customizable. When configuring a board you will specify the following:

Column Type: Currently we support columns that align with repair plan phases. In the future other types will become available.

Board Name: This is how you will identify the board within a list of boards for the shop location. Your board name must be unique for the location!

Columns: Add the columns you'd like to see on your board. For each column you'll choose which repair plan phases map to the column. Then you can set the order you want columns to appear.

Card Detail: You decide the information you want to see on repair order cards displayed on the board. There are over 20 data fields to choose from!

Filters: Use filters to show specific repair orders on the board. For example only repair orders for a specific insurance company or technician. There are 10 different filters that can be used in conjunction to display exactly what you want to see.

Once configured, repair order cards will automatically distribute into the columns you've defined based on the current repair plan status. If a repair order doesn't fall into one of the defined columns, you'll see it under "Unknown". Currently, the following repair orders will be found under "Unknown":

To update the repair plan on a given repair order, simply pick the card up and move it into another column. Based on the current phase and where you drop the card you may be prompted with the following:

Within the column you can set the order you want cards to display. Simply move the card up and down within the column to place in the desired position.

Clicking on a repair order card will provide you with summary information from the workfile. On the right-hand side of the screen you'll see the repair order detail panel slide into view. By default, workfile summary information is displayed. This includes:

From this panel you can edit workfile priority simply by clicking the workfile priority chip. You'll also find a chip for selecting the repair order card color. The card color is displayed as a bar on the left-hand side of the repair order card. Use this color to help identify workfiles on the board.

Want to view more photos? Click on the vehicle photo. This will allow you to open the large image viewer in a separate tab or browser. From this view you can see all photos on the workfile while still viewing your production board.

Click on the Repair Plan Summary button on the right-hand side of the screen to view repair plan phases. For each phase you'll see:

Click on the pencil icon at the top of the panel to edit repair plan details. This displays the Edit Repair Plan screen where you can manually adjust milestone dates and repair plan phases. You can add new phase, complete or incomplete existing phases, and even recalculate the repair plan.

From the repair order detail panel you can also navigate to the workfile on cccone.com. Click the blue arrow icon next to the repair order number at the top of the panel.

Note:
- Production Boards is available to shops licensed with the following product: Repair Workflow Production Management.
- User must have the following permission to view Production Boards: Production: View the production schedule dashboard.
- User must have the following permission to edit repair plans via Production Boards: Create, edit, delete, and recalculate repair plan.
- Production Boards leverages existing functionality for repair plan management. No changes were made to the configuration of repair plan templates and repair plan phases.
- Production Boards are unique to the shop location. In Multi-Shop Organizations, you must switch login locations to view boards specific to the location.
- Back-end activation is required to enable this feature for existing repairer companies. In other words, Production Boards is disabled by default for existing repairer companies. Companies newly licensed with Production Management will have access to Production Boards.

Source Parts: Display Insurance Part Options

Shops now have visibility to insurance part options when sourcing parts on cccone.com. In addition to parts supplied by the shop's configured vendors, the shop may also receive additional alternatives from the insurance company. If a part is returned from the list of insurance alternatives, then an insurance icon is displayed.

To access this feature:

  1. Open a workfile with an insurance company and estimate lines.
  2. Go to the Estimate screen.
  3. Click Source Parts at the top of the screen.
  4. Click any green tag displayed on the right-hand side of the estimate.

The application executes a search for alternative parts. Insurance part options may overlap with shop results from configured vendors. When this occurs, an insurance icon is displayed on the result line. If an insurance part comes from a vendor is not configured for the shop, then a warning icon is displayed. You can still choose these parts for the estimate. However, they may not be available for electronic ordering.

Note:
- Insurance part options are only available where an insurance company is specified on the workfile.
- Part options from shop configured vendors will always be listed first in Source Parts results.
- User must have the following security permission to Source Parts: Create and edit workfile.

CCC ONE Desktop Release 48

Workfile Exceptions: Overall Gross Profit

Shops with Repair Workflow can now configure an Overall Gross Profit %. This setting will reflect the overall gross profit of the repair order as a holistic value, taking into account all sales accounts on the RO. Additionally, users can configure a workfile exception associated with this value. The exception allows shops to track performance to the overall gross profit goal and can be used to prevent closing the repair order until the exception is resolved.

To configure the Overall Gross Profit %:

  1. Access Profile settings.
  2. Edit the Repairer profile.
  3. On the left side of the screen, select Sales Gross Profit Goal – Overall.
  4. Enter desired value for Overall Gross Profit Goal %.
  5. Click Save.

To configure workfile exceptions:

  1. Edit the Repairer profile.
  2. On the left side of the screen, select Workfile - Exceptions.
  3. Click Edit in the Workfile Exceptions toolbar.
  4. Check the box next to Overall gross profit is less than target.
  5. Set Critical Exception status and Impact Threshold.
  6. Click Save.

Note:
- Any time the workfile total gross profit % is less than the specified percentage, the exception will exist on the workfile.
- Workfile exception is flagged "critical" or "very critical" based on the defined Impact $ Threshold.
- Impact $ is determined by calculating the difference between Overall Gross Profit $ and Actual Gross Profit $.
- The default value for Overall Gross Profit Goal % is 0.0.
- User must have the following security permission to edit the Overall Gross Profit Goal % and Workfile Exception settings: Edit repairer profile.
- User must have the following security permission to close the repair order if the Overall Gross Profit $ exception is set as a critical exception: Override CRITICAL performance exceptions.
- User must have the following security permission to close the repair order if the Overall Gross Profit $ exception is set as a very critical exception: Override VERY CRITICAL performance exceptions.

Diagnostics: Support for Duplicate Entries

Shops enabled with CCC Diagnostics have the convenience of scan-provider recommendations for vehicle-specific calibration operations. Given the broad nature of these recommendations, numerous operations may need to be added to the estimate to encompass a complete repair. Now, shops can always add any available Diagnostic Procedure from the Review Diagnostic Procedures window. Shops are no longer prevented from adding an operation, even if that operation already exists on the estimate.

To access this feature:

  1. Open a workfile with a vehicle specified.
  2. Click Diagnostics to review applicable diagnostic procedures.
  3. Check the box on the item you wish to add, then select Apply.

Selected items are added to the estimate. Click the Diagnostics button again to add additional procedures. All available procedures may be added to the estimate. Even those that were already added.

Note:
- Items with a purple “pulse” icon indicate recommendation by the scan provider. Click on the purple icon to view details.
- Scan provider recommendations with identical descriptions may appear. The difference in these items may be found in price, labor, or the extended description viewable when clicking the “pulse” icon.

Estimating: Mark Total Loss

Shops without Repair Workflow now have the ability to designate a workfile as a total loss. When marked as a total loss, the user can write a total loss estimate for capturing storage, towing, and other fees related to processing the total loss workfile.

To access this feature:

  1. Create or access and existing workfile.
  2. In the Workfile tab, select Convert to Job.
  3. In the Estimate tab, write a preliminary estimate, then Lock Estimate.
  4. In the ribbon bar under the Repair section, click Total Loss.

Once the workfile is marked total loss, the estimate version changes to Total Loss. At this point you can write the total loss estimate. In workfile search results, the estimate version will appear as TTL.

If you determine the file is no longer a total loss, you can easily switch it back to repairable. Simply click the Repairable button and confirm the action. The total loss estimate is deleted and you can continue with the original Estimate of Record.

Note:
- To mark a workfile total loss, user must have the following security permission: Create and edit workfiles.
- In order to access the Total Loss button, the workfile must first be converted to a job.
- The Total Loss estimate uses rates from most recently locked estimate or supplement.
- Previously this feature was only available to shops licensed with Repair Workflow Repair Order Management. Now shops without Repair Workflow can mark files as total loss.

Build Sheets: Support for Verified Data

Shops licensed with Build Sheets may now receive build data from manufacturers using OEM Verified Build Data. Functionally, there is no change to the end user experience in receiving build data. When build sheet or build data is present on the workfile, enhanced parts filtering is available. Also, the Vehicle Equipment Report may be saved to the workfile.

To access this feature:

  1. Create a workfile in cccone.com or the CCC ONE mobile app.
  2. Scan or add a VIN to the workfile.
  3. If build sheet or build data is available, it will download automatically.
  4. Save the workfile.

Once data is saved to the workfile, enhanced parts filtering is available in cccone.com and the desktop application.

In the desktop application:

  1. Open the workfile.
  2. Proceed to the Estimate tab.
  3. Search for and add parts from the MOTOR tab.

Note:
- Parts filtering is to Filtered w/ Build Data.
- Only shops licensed with the following product may access build sheets functionality: Build sheets.
- User must have the following security permissions to download build sheet data: Create and edit workfiles.
- Not all manufacturers provide factory build sheet data or verified build data. In these instances, the Vehicle Equipment Report will still be automatically retrieved when available.

Checkout: Support for Shops with "Disable Repair Order" Enabled

Multi-shop organizations that have upgraded from an estimating only solution to Repair Workflow may opt to disable repair order functionality on a per-location basis to facilitate roll-out. Now, shops with "Disable Repair Order" enabled can use Checkout for ordering parts. Previously this functionality was blocked.

When using Checkout, shops with this configuration will continue to use the estimating only flow for ordering parts. In other words, the user will be prompted to convert the workfile to a job prior to ordering parts. Once converted to job, the Checkout screen will display.

 

Note:
- This functionality only applies to shop locations where the license includes Repair Order Management features and Disable Repair Order is set to true.
- The Disable Repair Order flag is managed via Web Support Tool - this setting cannot be modified within any of the CCC ONE apps.
- User must have the following security permission to convert workfiles to jobs: Create and edit workfile.
- User must have the following security permission to order parts: Create, search, view and void purchase orders.

CCC Mobile RF

Mobile Pay Workflow (iOS)

Shops enabled with CCC Pay Workflow now have the ability to provide CCC ONE Mobile users with visibility to real-time pay data in the My Pay screen on Mobile. When a new pay period is opened, visibility to the current paysheet becomes available. Depending on security permissions, the user may also have visibility to real-time paysheet updates as the payroll manager updates pay information.

To access this feature:

  1. Log into the Mobile app, then click My Pay.
  2. In the My Pay screen select View Worksheet.

If user has permission to view real-time pay details, the View Worksheet button is replaced with View Paysheet. In the worksheet view, the employee will be able to see items available to pay in the pay period. However, pay amounts are hidden until the paysheet in CCC ONE is marked as approved. In the paysheet view, the employee will be able to see pay amount detail

Pay details are available for all employee types - salary, hourly, and flat rate/commission employees. All employees will be able to view a breakdown of their pay. Hourly employees will be able to see the individual timecards marked to pay in the pay period. Flat rate/ commission employees will be able to see the individual labor assignment marked to pay in the pay period. For individuals assigned work via teams, team pay is also included in the pay detail visible on Mobile.

Note:
- Shops with the following product will have access to this feature: CCC Pay Workflow.
- Shops may license CCC Pay Workflow separately from CCC Payroll (in other words, CCC Payroll is not required).
- The following security permission is required to view real-time pay detail: View pending paysheet detail in Mobile.
- Once a paysheet is marked approved, all employees have access to the paysheet view, regardless of security permission.

What's New notifications (iOS/ Android)

"What's New" notifications now appear in the home screen header. You'll now find an announcement button displayed to the left of the help button. When new announcements exist, the button will display an orange indicator. Tap on the button to view announcement detail.

Note: All CCC ONE Mobile users have access to What's New notifications

Mobile Technician User: Search workfiles (Android)

This version of CCC ONE mobile for Repair Facilities now supports new security permissions for searching workfiles. Previously, users with the CCC ONE Mobile Technician security role always had access to search for any workfile. Now, shops can customize this security role to limit technician access only to workfiles they are assigned.

To update the technician user security role:

CCC Payroll: Employee payroll access (Android)

Employee access to payroll settings and pay documents is now available in the CCC ONE Repair Facilities mobile application for shops licensed with CCC Payroll. Employees can now see pay history, download paystubs and tax documents from the My Pay section in the app. If permitted, employees can also view and edit payroll settings such as their Social Security Number, tax withholding status, and pay preference.

To access payroll features in the mobile app:

Log into the application

On the Home screen, tap My Pay

Once on the My Pay screen, user's will find:

Quickly find your CCC Team members. Go to http://www.cccis.com/collision-repairers/team/ and follow the screen instructions.

Read What’s New in previous releases