How does the estimate approval process work?
In order for an estimate to be reviewed and approved:
-
Click the Upload Estimate button.
-
A window will pop up on your screen.
-
Upload your estimate document in the provided field.
-
Enter your totals as requested.
-
Click Submit to complete the upload.
-
Once submitted, your estimate will be sent to the Service Advisor for review and approval.
⚠️ Important: If this process isn’t completed correctly, the Service Advisor won’t receive a notification and the repair order (RO) will not move forward.