CompleteShop Quiz Module 1: Log-On and Repair Orders

What is the origin of estimates in Rome CompleteShop? (check all that apply)
1. Estimates get their start in which ever estimating system is being used, then are exported into CSW.
2. Estimates are converted into an electronic file, then imported into CSW.
3. Rome CompleteShop has it's own estimating system with P-Page Logic for acquiring latest parts and labor prices.
4. None of the above.
What are the four (4) ways to create an RO in CompleteShop?
1. Create estimate, import estimate, convert from calendar appointment, download from insurance company.
2. Convert from an estimating program, click insert button on the RO screen, select a previous RO for a repeat customer and click copy RO, convert from a red calendar entry.
3. Both A and B are correct.
4. Neither A nor B is correct.
When importing an estimate from an estimating program for which there is no existing RO in CompleteShop, which import option should be selected?
1. New RO
2. Existing RO Regular
3. Existing RO Supplement
4. None of the Above
What is the recommended method of creating a supplement in CompleteShop?
1. Write the supplement in selected estimating program and import it using Existing RO Supplement.
2. Write the supplement in selected estimating program and import it from within the RO using Supplements pull-down menu.
3. Add the lines manually within the Repair Order (RO) Worksheet.
4. None of the above.
What is Lock Levels used for in CompleteShop?
1. To lock the RO and prevent anyone else from opening it and accessing the information.
2. To prevent anyone from stealing the information in the file.
3. To prevent an out-of-balance condition after a level of the Repair Order has been balanced and matched with the estimating system.
4. A and B only.
How are notes added to an RO?
1. From the CompleteShop main menu, click on the Notes button and indicate the RO number, then click "Insert" to add the note.
2. From the Customer Service Screen, highlight the RO number and click "Insert Note", select note type and click OK after entering the message.
3. Open the RO, click on Notes tab, click "Insert", select note type, enter your name, write the note, click OK.
4. From the Notes screen on the top level toolbar, click "Insert" and select note type, write the note, click OK.
What are ticklers?
1. Friendly reminders.
2. When too much dust collects on the computer monitor and ends up tickling your nose when the A/C turns on.
3. Post-It notes carefully placed around your monitor to remind you of things not to forget.
4. Customer status update calls.
How is an Authorization RO printed?
1. Open the Print menu from the CompleteShop Main Screen and select Authorization RO, select RO number, select options, click OK, then OK to preview, click printer icon to print.
2. Hold down the "control" key and click the "P" to open the print menu, select Authorization RO, select RO number, select options, click OK, then OK to preview, click printer icon to print.
3. Open the RO, click the print pull-down menu, click on Authorization RO, select options, click OK, OK to preview, click printer icon to print.
4. Both A and B
Why is it recommended that an Office RO and the original Estimate from the estimating system be stapled together and placed in the file?
1. To show that both systems were in balance at the job startup.
2. To have a copy for the insurance company representative.
3. Both A and B
4. Neither A nor B
How are Notes from the RO printed all together?
1. Open the print menu from the CompleteShop main screen toolbar, select Notes, select RO number, select all desired note types to be printed, click OK, click OK again to preview, click printer icon to print.
2. Open the RO, click on the file menu, select Notes, click OK, click OK again to preview, click printer icon to print.
3. Open the RO, click the print pull-down menu, click on Notes, select all desired note types to be printed, click OK, click OK again to preview, click printer icon to print.
4. Notes can only be printed with a specific document such as Detailed Invoice on final delivery.
What is important about selecting the right Billing Profile when importing and estimate from an estimating system?
1. The billing profile should be based on the estimating system that generated the estimate being converted into a Rome Repair Order.
2. The billing profile should be based on agreements made between the insurance company and the body shop regarding rates, caps, and approved procedures.
3. Both A and B
4. Neither A nor B
What is the significance of selecting the correct Damage Profile when importing and estimate from an estimating system into CompleteShop?
1. The more closely the Damage Profile matches the damaged vehicle, the closer the projected completion of each production task and forecast delivery date of the vehicle.
2. Selecting the correct Damage Profile will lead to improved CSI scores because more customers will be receiving their vehicles on time with fewer delays.
3. Both A and B
4. Neither A nor B
How many separate estimates, supplements and customer pay estimates can be tracked collectively or independently in a single repair order in CompleteShop?
1. Five (5)
2. Ten (10)
3. Fifteen (15)
4. Unlimited
When opening a Repair Order in CompleteShop, which fields on the Customer Screen are critical to be filled in properly in order to track and monitor the repair?
1. Customer Name, Phone, Writer, Insurance Company, Source
2. Claimant Name, Trim Options, Mileage, Agent's Name
3. Both A and B
4. Neither A nor B
For shops set up with the Web Display on their Website, how are Repair Order notes sent to the Web Display from CompleteShop for customers to read by typing in their phone number?
1. Open the desired RO, click on the Notes Tab, check the boxes next to the notes to be displayed on the Web, and click OK.
2. Before clicking OK after inserting a note in the RO, check the Web Display box at the bottom of the Note Screen, it will be sent to the Web Display automatically.
3. Both A and B
4. Neither A nor B
After importing an estimate from an estimating system, and the status of the vehicle is being indicated in the RO, what is the meaning of a check in each of the three boxes: Order Parts; Staging; and In Shop?
1. Order Parts - if parts are needed, Staging - if vehicle ready to dispatch, In Shop - if vehicle is in production
2. Order Parts - if vehicle is on-the-road as a pre-order, Staging - if vehicle has parts on order but not ready to assign for work, In Shop - if the vehicle has been dropped off at the shop.
3. Both A and B
4. Neither A nor B
What is the meaning of the eight Dates in the CompleteShop RO?
1. In-Shop = Date vehicle arrived at shop; Date Created = Date RO opened; Date In = Date vehicle dropped off; Date O.P. = Original Promise Date; Date Due = Scheduled Date Due on Calendar; Date Cmplt = Date production is completed on vehicle; Date Out = An accounting date for when RO changes from WIP to a Sale; Date Delivered = Date customer picked up vehicle.
2. In-Shop = Date vehicle started in production; Date Created = Date RO opened; Date In = Scheduled Drop-Off Date; Date O.P. = Original Promise Date; Date Due = Scheduled Date Due on Calendar; Date Cmplt = Date production is completed on vehicle; Date Out = An accounting date for when RO changes from WIP to a Sale; Date Delivered = Date customer picked up vehicle.
3. Both A and B
4. Neither A nor B
Where does CompleteShop get the information to determine a delivery date of each vehicle when importing an estimate?
1. CompleteShop performs a calculation based on the number of labor hours on the estimate for body, paint, frame, mechanical and sublets and the number of hours per-day per technician set up in the damage profile selected on the estimate import screen.
2. CompleteShop makes an educated guess based on the dollar value of the estimate when imported, and determines a delivery date based on dollars-per-day processed.
3. Both A and B
4. Neither A nor B
What is a Blueprint in CompleteShop?
1. A plan for the complete repair of the subject vehicle including time and date allowances for body, paint, frame, mechanical, and sublet work. Administrative days for parts and estimating are also provided for in the plan including the forecast delivery date.
2. The structural measurements of the vehicle including frame dimensions, wiring schematics, and location of computer modules within each vehicle.
3. Both A and B
4. Neither A nor B
How does CompleteShop constantly compare the Actual Experience in the shop to the Plan created at the RO startup?
1. CompleteShop creates a blueprint for when each category of work is to be performed from the beginning of the RO, as the vehicle is updated in the system, any deviation from the original plan is noted in the Vehicle Heads-Up Screen.
2. Each step of the repair is mapped out from the beginning with an anticipated completion date for each posted in the blueprint, when the actual completion date of each process step is posted, CompleteShop notes any differences and notifies system users.
3. Both A and B
4. Neither A nor B

CompleteShop Quiz Module 1: Log-On and Repair Orders

Multiple-choice exercise