Run your shop
Estimates and approvals
Build the estimate, send it, and let the customer approve it from their phone. No phone tag, and a record of exactly what they agreed to.
Approved from their phone, not over the phone
Estimates are built from the same parts and labour that will end up on the invoice, so nothing is entered twice. Canned jobs cover the work you quote often.
The customer opens a link, sees the work itemised, and approves or requests changes. What they approved is recorded against the job with a timestamp — which is the thing you want when a conversation about scope comes up three weeks later.
Line-by-line approval
A customer can approve some jobs and decline others rather than the whole estimate.
Change requests come back in writing
A customer asking for something different creates a record against the job, not a voicemail.
Canned jobs
Work you quote repeatedly is saved once and dropped onto any estimate.
Nothing re-keyed at invoice time
The approved estimate becomes the invoice.
Frequently asked
- Does the customer need an account to approve?
- No. They open a link and approve. There is nothing to install and nothing to sign up for.
- Can they approve part of an estimate?
- Yes. Approval is per job, so a customer can take the brakes now and leave the rest.
- What if they want something changed?
- They can request changes from the same screen. It comes back attached to the work order.
- Is the approval recorded?
- Yes, with a timestamp, against the work order.
Try it on your own shop
14 days free. Load demo data to look around, or start with your own customers.