Estimates that get approved, not ignored
Build the estimate from parts and labor on the ticket, send it to the portal, and get a recorded approval from the customer’s phone, before the part is ever ordered.
Recorded from a real portal link: the customer reviews the estimate, signs, agrees to terms, and approves, all timestamped on the ticket.
1/3 · Build the estimate right on the ticket, parts and labor
Line items, not lump sums
Estimates pull from the same line-item editor as invoices: parts, labor, and notes the customer can actually read. Adjust, re-send, and keep every version on the ticket.
Approval you can point to later
The customer approves or declines from the portal link, and the decision lands on the ticket with a timestamp. When someone asks "did I agree to this?", you have the answer, in writing, attached to the job.
Estimate to invoice in one step
Approved estimates convert to invoices without retyping. The line items carry over, the ticket moves to the next status, and the automations take it from there.
FAQ
Estimates & approvals questions
Is the approval legally recorded?
Every approval is timestamped and stored on the ticket with the estimate version the customer saw, so you always have a record of what was agreed.
Can I revise an estimate after sending it?
Yes. Edit the line items and re-send, the portal always shows the current version, and the history stays on the ticket.
Can I require approval before work starts?
That’s the workflow BenchKey assumes: diagnose, send the estimate, and let the status automations hold the ticket until the customer approves.
Works with
Invoices & payments
Invoices, card payments, financing, and automatic receipts, at the counter, by link, or in the portal.
Live customer portal
Customers track their repair like a package, live timeline, estimates, and invoices on one private link.
Repair tickets & queue
Every job on one board, status, owner, device, and what happens next. Nothing dies in a drawer.
Put your shop on BenchKey
Set up in an afternoon. Import your customers and tickets, build your check-in flow, and send your first live status link the same day.
Free 14-day trial · No credit card · Import from your old system
Founders pricing: the first 50 shops lock Pro at $59/mo for life · see pricing