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Auto Body Estimating Solutions: Excel and OpenOffice.org

Race Club Body Shop Newsletter

Using Windows Folders

This will guide you in setting up your windows folder to help manage your repair.

This simple set up will save you countless hours shuffling paper around your body shop office and give you the ability to save the work and utilize cloud storage.

Using Dropbox.com for cloud storage, you can use this same windows folder set up, click and drag each completed step into the next steps folder.  Doing this your repair will be statuses by what folder it's in.

When a customer calls your body shop, you will know what folder to look in.

Create a folder on your desktop called "Customers", inside the "Customers" folder create a new folder called "Completed Estimates".  Inside your "Customer" folder is where you will save the customized version of your estimating tool and name the file "New Estimate".  When you need to write an estimate, you will open that file write the estimate and save as the customer name or car info.  All estimates are saved into "Customer Folder", when you complete and estimate and it's dragged into your "Completed Estimates" folder.

Now inside your "Completed Estimates" folder, you will create a new folder and call it "Repair Orders", inside that folder you will create a new folder and call it "Completed Repair Orders". inside that folder you have a folder called "Closed".

You can create this folder train using any department you want, its the department folder you will look in, to determine where the car is in the repair process.

I think you get the idea, but to summarize:  the folder Hierarchy goes Customer > Completed Estimates > Repair Orders > Completed Repairs > Closed.

Clicking and dragging the file you are working with into the folder/department that the car will be moving into next, will give you an effective way to track and manage where the car is in the repair process.

If you have any questions, don't hesitate to contact us, we love to support this estimating tool.  The good news is, we don't get many calls :)