Creating and approving repair estimates manually consumes hours each week as advisors type data, chase customer approvals, and re-enter information into multiple systems. Manual tracking leads to lost estimates, approval delays, and data entry errors that frustrate customers and slow job scheduling.
Automation generates branded estimates instantly from technician notes, sends them for digital signature, and creates job records automatically once approved. Customers receive estimates faster, approval rates climb, and advisors reclaim time for customer service.
The full workflow, from trigger to completion.
Service advisor enters vehicle and customer details. The automation detects the new intake record and begins the estimate workflow.
The Estimate Generator retrieves technician notes and parts list, calculates labor and parts costs, and generates a professional PDF estimate with company branding.
The automation sends the PDF estimate to the customer with a request for approval. tracks open status and signature in real time.
The automation checks for a signed envelope. If signed, proceed to job creation. If not signed after 24 hours, trigger a reminder.
If the estimate is not signed within 24 hours, the automation sends a reminder email to the customer with a direct link to sign.
Once the estimate is signed, the automation creates a new job record with all estimate details, customer info, and approval timestamp. No manual re-entry.
The automation sends a message to the assigned technician with the approved job details, parts list, and estimated start date.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.