Estimates and approvals
Parts, labor, and pricing rules become an estimate the customer approves by text.
The technician’s findings turn into a reviewable estimate. The customer approves it by SMS link, revisions stay attached, and approval converts the estimate to the invoice.
Capabilities
What’s included
Parts and labor lines
Each line names the part or the labor, its quantity, and its price. Parts come from the catalog with their cost, so margin is visible per line.
Pricing rules applied per line
Markup, labor rates, and discounts follow the shop’s rules, so two technicians price the same repair the same way.
Approval by SMS link
The customer opens the estimate from a text, reads the lines, and approves. The approval is recorded on the estimate with the time.
Revisions and conversion to invoice
A changed estimate keeps its earlier versions. On approval, the estimate converts to the invoice without re-entering lines.
How it works
How a shop uses it
- 1
Draft from findings
Add the parts and labor the diagnosis calls for. Pricing rules fill the prices.
- 2
Send for approval
The customer gets a text with a link. Approval, questions, and declines land on the ticket.
- 3
Convert on approval
Reserved parts stay reserved, the estimate becomes the invoice, and the ticket moves to the next state.
Agents
Estimate agent
Drafts the estimate from the technician’s findings and stock on hand, offers alternatives such as an aftermarket part, and never sends a price without the counter’s approval.
Common questions
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Related
What usually matters next
Parts and inventory
Shortages surface before the bench starts. Every part keeps its usage history, and serialized items are tracked one by one.
Read moreInvoices and payments
Pickup is a payment status check rather than a reconciliation. The approved estimate becomes the invoice, the deposit is already on it, and the balance is what the customer pays.
Read moreAI agents
Intake, estimate, and follow-through agents draft tickets, estimates, invoices, and customer texts from the record. Anything that commits the shop waits for a person, and every action shows its work.
Read more
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