Build from the same customer, vehicle, service, and pricing records as the work order. The customer verifies by phone or email, then approves, declines, or requests changes without sending the shop back to an inbox.
Each capability below is a real, shipping piece of the product — with the reason it matters in a working shop, not just what it does.
Same pricing engine as orders: services, materials, body-type surcharges, extras, discounts. What the customer sees on the quote is what they owe on the invoice.
No surprise bill. No 'that's more than you said.'
Publish a protected customer link. Before the quote, customer details, or PDF appears, the recipient verifies with the phone number or email already saved in the CRM.
The estimate stays private even when the link moves through text messages or email threads.
Customers can approve, decline, or request changes. A change request includes the customer's comment and returns the quote to the shop for follow-up.
The next action is recorded on the quote instead of being buried in a call, text, or email reply.
Each approval records the exact published quote version. If customer-visible pricing or scope changes later, the earlier approval stays in history and the working quote returns to Draft.
An old yes can never appear to approve work or pricing that was added afterward.
The customer URL stays the same when you publish a replacement revision. If the verified contact is unchanged, an eligible session can continue to the latest version without another delivery message.
The shop does not have to chase the customer with a different link after every correction.
Track Draft, Sent, Accepted, Declined, Changes Requested, and Converted quotes from one list.
You can see what is ready, what needs follow-up, and what can move into the bay.
After acceptance, staff explicitly converts the quote into a work order. Line items, pricing, customer, and vehicle carry over.
The customer's decision stays separate from the shop's scheduling decision, with no retyping between them.
The portal download uses the same branded PDF renderer as the ordinary quote action, with the quote number and customer name in the filename.
The customer and the shop work from the same document, not two templates that can drift apart.
The modules that touch this one most directly. They share records and push data back and forth so you don’t have to.
Every service, material, and surcharge lands on one record — from assignment to paid.
Whichever way a customer pays, the money lands on the same order.
A public booking page + a lead pipeline that auto-matches customers and vehicles.