Write an estimate and get it signed
Write down the work and the price before you start. The customer signs it on the screen or approves it from a text.
Write the estimate
- Open the work order and click Estimate and invoice.
- Click Create estimate. For a car that was here before, you can click Same as last time instead.
- Add what you will do. Use Add from price book for your saved prices, Add package for a package, or Add a service or part to type a line yourself.
- Click Save estimate.
Get it signed at the counter
- Click Authorize with customer.
- Turn the screen to the customer. They sign in the box with a finger, a pen or the mouse.
- They tap Sign and authorize. The estimate now says Authorized.
If the signature looks wrong, tap Clear signature and sign again.
Or text it for approval
On the work order, open Text customer and choose Text estimate for approval. The customer reviews it on their phone. This needs your SmogCheckDeals connection, and the customer must have agreed to texts from your station.
If you change a signed estimate, the customer has to sign it again.