Build a clear quote, send it for approval, and carry the accepted work into the booking or job without copying line items between screens.
Price the work clearly
Show the customer each item, its price, tax, and the full estimated total.
Keep revisions separate
Create a new version without changing the estimate the customer already received.
Carry approved work forward
Use the accepted labour and parts in the booking, job, deposit, and invoice.
Quote an enquiry before booking, price inspection findings, or ask for approval when the technician finds extra work on an active job.
A phone call or chat message does not show which line items the customer accepted.
The details below show how advisors price the work, record the decision, and give the workshop an approved scope.
The customer sees the vehicle, recommended work, price, tax, and deposit request in one place. Their decision stays with the estimate for your team.
The estimate identifies the customer, vehicle, and related booking.
Notes explain what the garage found and why it recommends the repair.
Labour, parts, tax, deposit, and total appear in one customer view.
The customer can accept, decline, or defer individual recommendations.
The garage keeps the decision with the estimate instead of relying on a phone call.
Book a walkthrough and follow one estimate from the first line item to the customer decision, booking, job, and invoice.
How customer decisions, revisions, deposits, and booking-linked estimates work in autoGMS.
Yes. Send the customer a link where they can review the line items and record a decision before work starts.
Yes. A revision creates a new version, while the estimate you sent remains in the record.
Yes. Customers can accept some line items and decline or defer others. autoGMS marks the estimate as partially approved.
Yes. Set a fixed amount or percentage on the estimate. After full approval, the garage can create and track the deposit invoice.
For a booking-linked estimate, the approved line items update the booking scope. The team can use that scope for the job and invoice.
