free responsive site templates

COMPLIANCE GUIDE

Document your part selections for your CSAA job.




Download the PDF Guide

Print out this guide as a reference so you are ready to document your parts decisions.



 

This video guide will walk you through the screens you may see if you select parts that exceed the insurer's best price.

Mobirise

Notate Purchase Decisions

Use the Insurer Note

PartsTrader automatically selects the lowest priced quote for each part after applying a filter using your direct repair network parts policy. When selecting a higher priced part for the repair, notate your reason using the Insurer Note dropdown menu.This will appear automatically and be required when a higher priced part quote is selected. This information will be visible to your DRP representative reviewing this job. You can also refer to this information should you need to in the future. Select Other if the predefined reasons do not clearly explain your decision and type in your own explanation.
 

Mobirise

Price Match with Adjust Estimate

Update List Price to reflect matched price

Select either “Price Matched” or “Not preferred supplier” then adjust the list price of the part. This will record a price matched list price in PartsTrader and that price will be sent to your estimate when you click Export to Estimate.

Mobirise

Review Part Selections

Review

Selected part quotes are the most cost effective when considering price, quality, delivery time, and any other relevant details.

Document

Insurer notes accurately explain why selecting a more expensive part is the right choice.

Need Assistance?

If you have any questions, you can reach the PartsTrader Customer Care Center at (855) 932-7278, Monday through Friday 3 am - 7 pm Pacific and on Saturdays from 6 am to 1 pm Pacific.