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Get the repair price approved before work begins

Proposed work and prices go on the repair ticket. A private link lets the customer review the estimate. Their decision is saved with the job for the counter and bench to consult.

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Included in StandardProBusiness

Estimates and approvals guide
The customer's phone shows an estimate page where he enters his name, signs, accepts the agreement and approves. The staff ticket changes to Estimate approved, then Convert to invoice creates an invoice.

Prepare the price and record the decision

  1. 1

    Build the repair estimate

    In the ticket, enter the proposed parts and labor with quantities and prices. Confirm the tax and total before saving the estimate.

  2. 2

    Send it for a decision

    An available message channel delivers the estimate. From their private link, the customer opens it and approves or declines the proposed repair.

  3. 3

    Create the invoice after approval

    After checking the recorded decision, convert the approved estimate into an invoice in the same ticket. Its line items carry over for review and payment.

See it in the app

The shop and customers are made up. English narration with captions in English, Spanish, and Brazilian Portuguese.

Keep the estimate and invoice on one ticket

Add lines, tax and the total, then send the estimate by text. The customer's decision returns to the ticket; after they accept, convert the same lines into an invoice.

Watch this in the product tour

Estimate terms and customer decisions

Approval records distinguish the customer's electronic authorization from approval entered by staff.

Signature and terms

Customer electronic approval captures their name, drawn signature and acceptance of your terms. The ticket records when the approval was given.

Approval recorded by staff

Permitted staff can record authorization received through another channel. It is identified as staff approval and does not create a customer signature.

Amount or percentage discounts

A discount can be a fixed amount or percentage entered in the estimate editor. Confirm the resulting total before saving the price you intend to offer.

Signature in the case file

Saved estimates retain the customer's signature, which is also available in the ticket's case file for later review.

A declined estimate stays with the repair

Review the decline and send another estimate

Staff see the declined estimate on the ticket and send a new estimate with a revised price. The earlier decision remains visible beside the new proposal.

Decline the proposed work

The customer confirms the decline from the estimate link. The page records that decision and shows how to contact the shop if they change their mind.

Signatures, revisions and invoice conversion

Estimates and customer approval are included in Standard, Pro and Business.

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How does a customer approve an estimate from their phone?

A private repair link opens in the customer's browser without an account. They can review the estimate, enter their name, draw a signature and accept your terms. Approval and its timestamp are saved in the ticket.

How is approval given over the phone recorded?

Permitted staff can record work the customer has authorized. BenchKey labels it as staff approval on the customer's behalf. Save the supporting conversation or note with the repair; staff approval does not supply a customer signature.

What happens when I revise an estimate after sending it?

Update the line items and send the revised estimate for review. The customer's portal shows the current version. If the price or scope changes, request approval for that revised work before proceeding.

Repair records, pricing and billing

The waitlist is open for repair shops

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Watch the product tour 3:34 Follow a repair from check-in to pickup in BenchKey