pdrOS for Collision Safety Consultants of PA

Everything John and Sharon need to run appraisal cases in pdrOS. Ask the chat, open a ticket, or read the guide below. The search box at the top finds any word on any page.

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Read these nine first (about an hour)

1. What pdrOS is, in one page
2. The one rule: every field does work
3. Your day: tasks in, tasks out
4. Your first case, in order
5. The four kinds of case
6. Where things live
7. Words we use
8. The Send switches
9. The Tasks page: how a task reads and what to do with it

Then The signup form: how every case starts before your first customer, and skim the headings of When something goes wrong: if this, then that so you know it is there.

The guide, chapter by chapter

Part 0 · Start here

• What pdrOS is, in one page: an office employee trained on your cases; the three motions.
• The one rule: every field does work: why you type real things only when true; work with it, not against it.
• Your day: tasks in, tasks out: the loop you run 80 percent of the time.
• Your first case, in order: the fourteen moves of a total loss, as a checklist.
• For Sharon: your part: her tasks, her loop, what she does not touch.
• The four kinds of case: total loss, diminished value, short pay, post-repair inspection.
• Where things live: the left menu, the contact profile (left side, middle, right edge), the blue Save button, Tasks, Conversations, Calendars, Invoices, RO Hub.
• Words we use: the glossary.

Part 1 · The contact profile

• Find a case
• The left side: the folders and what each field does
• The Send switches
• The customer's thread: every text and email with the customer
• Notes, Tasks and Appointments: the right edge of the contact profile
• Documents: where every PDF lands

Part 2 · Tasks and texts to you

• The Tasks page: how a task reads and what to do with it
• The tasks you will see, and what each one means
• Texts to your phone: what each alert means

Part 3 · Opening a case

• Your three links: the signup link, the shop referral link, the blank upload link, and how to keep them on your phone.
• The signup form: how every case starts
• Shop referrals: when a body shop sends you a customer
• A text from someone with no case
• Wrong type, or the type changed later

Part 4 · A total loss, start to finish

• A total loss, start to finish: the stages
• Step 1: the documents
• Step 2: your report and the range
• Step 3: the agreement and the fee
• Step 4: the RTA (the demand for appraisal)
• Step 5: the other appraiser and your report
• Step 6: negotiation
• Step 7: the umpire
• Step 8: the award
• Step 9: the settlement summary
• Step 10: the fee and the close
• Other endings: the Outcome list

Part 5 · Diminished value

• Diminished value: what differs from a total loss

Part 6 · Short pay

• Short pay: what differs

Part 7 · Post-repair inspection

• Post-repair inspection: booking the visit
• Post-repair inspection: the visit and the report
• Post-repair inspection: Engaged against (the customer's choice)

Part 8 · Sarah

• Sarah: the texting assistant on the 610 number

Part 9 · Calendar

• Calendar: look here, book from the contact profile

Part 10 · Money

• Invoices and payments

Part 11 · Your own messages

• Emails and texts you send yourself

Part 12 · When something goes wrong

• When something goes wrong: if this, then that
• Getting help: what to send us, our promise, chat or person.

Part 13 · Reference

• Reference: every field, by folder
• Reference: every stage
• Reference: every task
• Reference: every text and email the customer receives
• Reference: every timer
• Reference: the Outcome list and the Fee paid list

Part 14 · The habits

• The habits: ten rules that keep every case clean

Questions and answers

• Questions and answers, in John's words
• Questions about the system itself: signing in, your phone, saving, texts, files, support: the questions that are not about any one case.

To print or keep: the nine first as a PDF and the whole guide as a PDF.

On your phone: the pdrOS phone app does not show this guide. Point your phone's camera at the square and tap the link that appears, or type https://pdros-guide.pages.dev/cscpa/ into your phone's browser. Then add it to the home screen (how).