Estimates that
get to yes.
Build the estimate in minutes, send one link, and let the customer authorize each service from their phone — signed, timestamped, and already attached to the order.
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Estimate EST-1042 · Civic LX
Order #1042 · Jordan Khan
Front brake pads & rotors
Parts
Brake service · 1.8 hrs
Labour
Oil & filter change
Service
Inspection findings the customer requested become estimate services — and every approved service flows straight into the invoice.
Your services library does the typing.
Insert pre-built canned services with parts and labour already attached, and let your pricing matrices turn part cost into sell price automatically. Labour, parts, tires, sublet, fees, discounts — every line type is first-class.
- Canned services library with groups and pre-built line items
- Pricing matrices mark up parts by cost bracket, labour matrices and multiple labour rates
- Per-line and per-service discounts, shop fees, and tax settings
Add a service
Search your canned services library
Front brake pads & rotors
2 parts · 1.8 hrs labour
Brake fluid flush
1 part · 0.6 hrs labour
Part cost $103.00
Pricing matrix · 2.0× bracket
They approve each service, not a lump sum.
The customer opens one link — no app, no login — and authorizes or declines every service individually, with the total recalculating live. Then they sign: typed legal name, drawn signature, and consent, recorded with IP and timestamp.
- Per-service authorize / decline with live authorized totals
- Typed name + drawn signature + consent checkbox, logged with IP address
- Tokenized link, no customer account needed
Review your estimate
Demo Auto Shop · EST-1042
Brake pads & rotors
$640.00Cabin air filter
$54.00Signed · J. Khan
J. Khan
Logged with IP & timestamp
The loop closes itself.
Sending the estimate moves the order to Estimate Sent. Full approval advances it to Approved and the number flips from EST- to RO-. Every step lands in the activity timeline, and the estimate PDF is generated server-side for anyone who wants paper.
- Order status advances automatically on send and on approval
- Every decision timestamped in the order activity timeline
- Downloadable estimate PDF for the customer and the shop
Order #1042 · Activity
Estimate sent to customer
Today · 9:24am
Customer opened the estimate
Today · 9:28am
Approved & signed on the portal
Today · 9:31am
Order moved to In Progress
Today · 9:31am · automatic
It doesn't work alone. See what it connects to.
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