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1. Registration

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1. Registration

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To start using EstVis software, you first need to register your company and add at least one bodyshop. This can be done on the estvis.com website or directly from the EstVis mobile app. Below are detailed instructions for both methods.

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1.1. Creating account

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1.2. Confirmation actions

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2. Company initialization

The first thing that is recommended to do after registering your account is to set the initial parameters of the company such as: contact information displayed for your bodyshops’ customers; templates for various messages; statuses (buckets) reflecting the stages of the repair process; insurance required picture templates. It is also need to create and set up accounts for bodyshop employees who will use the software.

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3. EstVis main software components

EstVis is a complex software and its main components you will use are: Desktop Server, Workflow, Mobile clients for iOS and Android and small additional utility called Proxy Agent for Desktop Server

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4. Desktop Server installation

Desktop Server – the application for Windows, actually your local server, that stores and operates with all your bodyshop's data, such as work orders (cases), customer's and vehicle's data, photo documentation, work authorizations, invoices and many other data. You do not need to constantly interact with the Desktop Server – it is enough to install it once, configure it and ensure its constant background work with the autorun enabled in case of restarting the computer on which it is installed.

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5. Workflow installation

Workflow – the key part of EstVis environment. This is an application for Windows, which user interacts with most of all. Workflow provides users with a certain number of convinient interfaces – these are the main interface with buckets and cases (work orders) inside; case details; estimate; photo documentation; invoices; parts; payrolls and many others – the availability of the specific interfaces depends on the role(s) of the user, who is logged into the Workflow instance.

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6. Mobile client installation

EstVis mobile client – the app for iOS and Android platforms. It partly duplicates some Workflow's functionality, as well as includes some specific features like: photo documentation process; scanning and recognizing VIN and DRL; parts and materials transfer through scanning QR codes.

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8. EstVis key features

This section provides general description of EstVis key features that help Collision repair business to automate significant number of various processes and routines as well as increase the business process speed, KPIs, profits, and decrease costs.

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9. Operating with EstVis mobile client

Mobile client – the app for iOS and Android platforms. It partly duplicates some Workflow's functionality, as well as includes some specific features like: photo documentation process; scanning and recognizing VIN and DRL; parts and materials transfer through scanning QR codes.

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10. Operating with Workflow

In this section we describe the operations you will deal with working with Workflow

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