Estimates & approvals

Prepare the proposed work, record approval, and create the invoice from the same repair ticket. Only owners and admins can create, edit, send, approve on the customer’s behalf, or convert estimates. The customer, device, and conversation stay alongside the money controls.

Building an estimate

1. Open the repair ticket and open the Money panel using its icon at the right edge. Choose New estimate.
2. Add the parts, labor, quantities, and prices. Saved inventory items can supply the part and its price.
3. Review Discount and tax before saving. Choose a currency amount or %, enter the discount, and check the resulting total.
4. Select Create estimate. The saved estimate appears under Estimates in the Money panel, with a count beside the heading.

The screen assembly is selected from inventory, labor is added separately, and the saved estimate still reads Not sent. This recording uses fictional shop data in the real app.

Sending and approval

Use Send on the saved estimate to choose an available delivery channel. Delivery depends on the customer’s contact details and your connected messaging services. The customer can review the estimate from their portal link and approve or decline it; the decision stays with the estimate on the ticket.

If the scope or price changes, review the estimate and request approval for the revised work before proceeding.

Record approval on the customer’s behalf

If the customer has authorized the work through another channel, record that approval from the ticket:

1. Open the saved estimate and choose Approve.
2. Review Approve on customer’s behalf, including the work and estimate total.
3. Select Confirm approval and check the saved approval state.

This records staff approval, separate from the customer’s own electronic approval. It does not create a customer signature. Keep the conversation or note that explains the customer’s authorization with the repair.

From estimate to invoice

Choose Convert to invoice on the approved estimate. The line items carry over into an invoice on the same ticket. Review the resulting invoice before applying a previous payment or collecting the balance.

The ticket identifies the approval as Approved by customer, and the estimate shows Converted once the invoice appears. This recording uses fictional shop data in the real app.

How the customer approves

The estimate opens as a document from the customer’s portal link. To approve, the customer types their full name, draws a signature, and agrees to your terms. The approval records on the ticket with a timestamp.

The signature stays with the estimate and is available in the case file. Review your configured status automations to decide what happens after approval.

See estimates and approvals or follow the guide to creating an invoice from approved work.