Document repair estimates

Estimate workflow

1. Create the job and document the customer's requested work.
2. Add intake photos and damage-map notes before quoting additional work.
3. Add likely services and parts where the shop needs a cost or customer-facing line item.
4. Use work logs to record diagnosis, quoted ranges, approvals, and declined work.
5. Update the job when the customer approves or changes the scope.

What to include

• Requested work and customer concerns.
• Condition notes that affect price or scope.
• Parts that may be required.
• Labor or service descriptions.
• Approval method, such as phone, email, text, or in person.

Customer communication

Keep estimate notes clear and professional. If the estimate changes after diagnosis, record the reason and the customer's approval before continuing with extra work.

Parts and inventory

If an estimate depends on a part, use inventory or purchase order notes to show whether the part is in stock, needs to be ordered, or is customer supplied.