Creating and approving repair estimates manually consumes significant time across inspection notes, document assembly, and customer follow-up. Manual calculations and email tracking create delays and lost opportunities.
Automation assembles estimates from inspection data, sends them to customers, and tracks approval status without manual intervention. Estimates reach customers faster and approval rates improve.
The full workflow, from trigger to completion.
Service advisor logs vehicle details and customer contact. The automation detects the new record and begins the workflow.
The automation retrieves the inspection notes and parts list from the shared Google Sheet or record, including labour hours and cost estimates.
The automation assembles the estimate PDF with customer name, vehicle details, itemised repairs, labour, parts, tax, and total. The document is formatted and ready to send.
The estimate PDF is emailed to the customer with a personalised message and a link to approve or request changes. A unique approval token is embedded.
The automation monitors for customer approval via email reply, a web form submission, or a click-through link. If no response within 24 hours, a reminder email is sent automatically.
Once approved, the automation records the approval status, timestamp, and customer confirmation and updates the estimate record.
The approved estimate data is automatically pushed to create a job record, work order, and invoice. No manual re-entry needed.
A message is sent to the service team with the job details, approved estimate amount, and a link to the work order. The mechanic can begin work immediately.
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.