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The case status that used to live on a whiteboard

A bucket is not just a column – it holds the rules. Staff assignment goes down to a single estimate line, so nobody walks the floor to find out who has the car. Add the Documentation package and a check sheet fires on the way into a bucket or on the way out: required answers gate the move, and every completion logs who answered what and when, with a PDF into the case folder.

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Band
Hours the job costs you
Package
Base
Integrates
CCC ONE, Mitchell, Audatex

What it costs you today

  1. 01

    New assignments have to get keyed into a board or a spreadsheet before anyone can work them, and that's one more place for a car to fall through.

  2. 02

    Nobody remembers which check sheet goes with which bucket until the one time it matters and gets skipped.

  3. 03

    Finding out who's on a car – the estimator, the bodytech, the painter – means walking the shop floor or interrupting someone at a workstation.

How it works

  1. 01 / Import

    Assignments land in the right bucket automatically

    CCC® ONE, Mitchell® and Audatex® assignments auto-import into Workflow the moment they're written, landing in the bucket your shop has configured for new work – no rekeying, no separate spreadsheet.

  2. 02 / Assign

    Staff, buckets and messages in one board

    Assign an estimator, bodytech or painter to a case, and the internal messenger keeps every note and task attached to the car it's about, not scattered across texts and sticky notes.

  3. 03 / Move

    A bucket move can carry its own rule

    Attach a check sheet to a bucket – triggered on the way in or the way out – and the required fields have to be answered before the case can move again. Buckets, rules and check sheets are all yours to define.

Three EstVis Mobile Client screens: the in-shop case list, a case moving from assembly to completed, and the inspection check sheet that gates the move

What you get

Runs on

  • Desktop Server

    Runs on your own hardware, on-premise. Keeps working through an internet outage.

  • Workflow

    The Windows application your team works in all day. Unlimited installs.

  • Mobile Client

    iOS and Android, for the work that happens away from a desk.

What to buy for this

Base – $89/mo billed annually

The board itself ships in Base – buckets, staff assignment down to the estimate line, the internal messenger and the scanners are all there before you add a single package. The two rules that make a bucket move do work for you are add-ons.

Also consider Documentation + Customer Service together turn a bucket move into work: the first makes it fire a check sheet your staff have to answer, the second lets it notify the customer, which is what turns the board into fewer phone calls. Together with the above that is $267/mo billed annually.

See the full pricing breakdown

Questions shops ask

Do we have to rebuild our workflow to match EstVis's buckets?
No. Buckets are fully customizable – rename them, reorder them, add or remove stages to match the ones your shop already uses.
Does a check sheet block the case from moving?
Required fields do. You choose whether a check sheet triggers on the way into a bucket or the way out, and which fields are required versus optional.
Can more than one estimating system feed the same board?
Yes. CCC ONE, Mitchell and Audatex assignments all auto-import into the same buckets, so mixed-DRP shops see everything in one place.
Who can see completed check sheets later?
Managers and owners, through Case History in Workflow. Each entry records who filled it out and when, and a PDF copy saves to the case's Result folder.

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