Install the Estimate Utility

The first time you click Export EMS to export an estimate, you are prompted to set up the estimate utility.

1. From the Estimate page, click the arrow next to Export EMS.
2. In the Setup Estimate Utility window, click Start Setup.
   
3. Click Download.
   
4. Run the Mitchell Connect.exe file:
   • Note: Install procedures vary depending on your internet browser and security settings. You may need to run the file as an administrator.
     • Google Chrome - Click the Mitchell Connect.exe file that appears in Recent Downloads at the top right corner of your browser window.
     • Microsoft Edge - Click Run on the security prompt at the bottom of your browser window.
5. Follow the prompts to complete the setup in the Mitchell Connect Setup wizard.

Configure Automatic Export

1. From the Estimate page, click the arrow next to Export EMS >> View Import/Export Settings.
   
2. In the Export & Import Settings window, select either the EMS Export or BMS Export tabs and configure up to ten destination folders for export. 
3. Verify the Auto Export checkbox is selected.
4. Click Save.
5. Click Done.
6. Confirm that the export path is correct for any applications that may import the estimate data from this folder (e.g., management, paint, rental, etc.).

• Note: Your estimate data is automatically exported to the desired file location(s) when you commit the
  estimate

Manually Export EMS

• Estimate Overview
  

• Estimate Details