Read-only estimate view
Customers see the estimate lines, prices, and any DVI findings — presented clearly, not as raw workshop data.
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Customer Portal · Approvals
Advisor sends a link. Customer taps Approve on their phone. Job moves to authorised. No callbacks, no voicemails, no jobs sitting AWAITING_AUTH because the customer is hard to reach.
How it works
Once the estimate is ready, the advisor sends a portal token link via SMS or email. One tap from the advisor — no login, no customer account required.
The customer opens the link on their phone. They see each line, the price, and any DVI notes. They approve or decline individual lines — no phone call, no PDF to interpret.
Decisions write back to the repair order instantly. The job stage updates, parts reserve automatically, and the board reflects the authorised work — no manual step for the advisor.
Full flow
Customer experience
Customers see the estimate lines, prices, and any DVI findings — presented clearly, not as raw workshop data.
The portal link carries a secure token. Customers open it on any mobile browser — no account creation, no password, no app download.
Designed for the phone in someone's pocket, not a desktop browser. Line decisions are one tap.
Approve the major service, defer the wiper blades. Each line is its own decision — no all-or-nothing pressure that kills ARO.
Honesty note
Approval triggers an email notification to the advisor — Live. SMS notification to the advisor requires Twilio credentials (Growth plan). Without Twilio, the approval is still captured instantly on the RO; the advisor sees it next time they open the board.