Keep proposed repair work separate from the customer's approval.
Keep repair estimates, customer decisions and required parts tied to the same job card.
How to build your repair estimate approvals
Describe the job
Keep repair estimates, customer decisions and required parts tied to the same job card.
Review the first version
Choose how the service adviser records the Job card and how the technician reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Estimate RE-066 through the handoffs.
This fictional repair estimate approvals example shows the ordinary handoff and the decision that remains open.
Repair estimate approvals example
- Record
- Estimate RE-066
- Job
- J-066
Current stage · Service advisor
Record the proposed repair
A fictional workshop proposes replacing a worn fitting on job J-066.
Read the full walkthrough
Record the proposed repair
A fictional workshop proposes replacing a worn fitting on job J-066.
- Record:
- Estimate RE-066
- Job:
- J-066
Send the estimate version for review
The customer accepts estimate version 1 for the stated work.
- Record:
- Estimate RE-066
- Accepted estimate:
- Version 1
Record the changed requirement
Inspection identifies an additional part, creating estimate version 2.
- Record:
- Estimate RE-066
- Revised estimate:
- Version 2
Request a fresh customer decision
The advisor keeps the additional work pending until the customer records a new decision.
- Record:
- Estimate RE-066
- Additional work:
- Awaiting decision
What to include in your repair estimate approvals
Keep the Job card in context
Keep Job card, item, proposed work, estimate version, customer decision, required part, technician and collection status together so the next person can understand the request or record.
When the next step needs a decision
A sample workshop proposes replacing a worn fitting on job J-066. The customer accepts estimate version 1 for the stated work.
Keep collection status visible
Keep the revised estimate awaiting customer approval before work is promised.
Choose what each person needs
Give the service adviser a working view and the technician a review view. Keep Job card and item attached to the decision as the work moves between them.
Questions about repair estimate approvals
Start with Job card, item, proposed work, estimate version, customer decision, required part, technician and collection status. Describe who enters the information and who reviews the next step.
Try the workflow with your own process in mind.
Start with your workflow and make it yours.
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