How To Modify Existing or Add a New Estimate Profile in Mitchell Cloud Estimating

Such profiles are known as user-created profiles and can be modified, duplicated, and set as the default profile.  

Note: carrier-created profiles can only be modified by the insurance carriers and not by users.

Go to Settings for Estimate Profiles:

1. Sign into Mitchell Connect.
2. Click Settings (gear icon bottom left).
3. Click Estimate Profiles. A list of profiles will display.
4. Continue to the appropriate steps, below.

How to Create a New Profile:

1. Click +Estimate Profile button in the upper right corner.
2. Enter settings in each tab: General, Labor/Tax Rules, Calculations, Adjustments, Messages and Remarks, Print Preferences, and Parts.
3. When finished, click Save. To cancel the changes, click Cancel.

How to Duplicate a Profile:

1. Go to the Actions column on the right.
2. Click the Kabob icon (vertical ellipsis).
3. Select Duplicate Profile.
4. Enter a Duplicate Estimate Profile Name and Description. 
5. Click Duplicate.
6. To modify the duplicate, refer to How to Modify an Existing Profile.

How to Modify an Existing Profile:

1. Click on the desired profile.
2. In the opened profile, click Edit.
3. Enter changes in the appropriate tab(s): General, Labor/Tax Rules, Calculations, Adjustments, Messages and Remarks, Print Preferences, and Parts.
4. When finished, click Save. To cancel the changes, click Cancel.

How to Set a Profile to Default:

Note: profiles assigned by carriers in WorkCenter cannot be set to default. 

1. Go to the Actions column on the right.
2. Click the Kabob icon (vertical ellipsis).
3. Select Make Default.

How to Delete an Estimate Profile:

Note: The profile named System profile cannot be deleted, and profiles assigned by carriers in WorkCenter cannot be deleted. 

1. Go to the Actions column on the right.
2. Click the Kabob icon (vertical ellipsis).
3. Select Delete.

How to Restore a Deleted Estimate Profile:

1. Click Deleted Profiles link.
2. Click Restore Profile link on the right of the profile name.
3. Click Done.

How to Modify Estimate Profile for a Specific Estimate:

1. Click Estimating Profile.
2. Click Edit
3. Enter changes in the appropriate tab(s): General, Labor/Tax Rules, Calculations, Adjustments, Messages and Remarks, Print Preferences, and Parts.
4. Click Apply Changes.