Estimate approvals called out from the work order
The car is up, the wheel is off, and the tech is waiting on a yes. Instead of the writer playing phone tag, the customer gets a call the moment the estimate is posted and the answer is on the work order in minutes.
The advisor marks an estimate as ready to send on a work order.
Calls the customer, reads each line in plain words, records approve, decline or call me.
Approvals and declines on the work order, line by line, and the tech told to go ahead.
How it works
- Starts when the estimate is posted
As soon as the advisor marks it ready, the agent calls the number on the work order. No answer: a short voicemail, a text with the estimate link, and another try in twenty minutes.
- Reads it like a person would
"The tech found the front lower control arm bushing torn, which is the clunk. Parts and labour come to 486 dollars." Each line with the price the advisor wrote, in that order.
- Separates now from later
If the advisor marked items as urgent or can wait, it says so, so the customer can approve the safety work and hold the rest.
- Records each answer
Approved, declined or wants to talk, line by line, with the time and the customer's words on the work order.
- Puts questions through
A customer who wants to talk it over is warm-transferred to the advisor on that work order, or gets a callback note if the advisor is in the bay.
- Tells the shop
The advisor and tech get a text that the job is approved, and the promised time is passed back to the customer.
Example call
- AI agentHi, is this Ravi? It's Emma at Otonabee Auto. Kyle has the estimate ready on your Escape. Do you have a minute?
- CustomerYeah, go ahead.
- AI agentThe clunk is a torn front lower control arm bushing on the driver's side. Kyle quoted 486 dollars with parts and labour, and he marked it as one to do now.
- CustomerOkay. Anything else?
- AI agentHe also noted the rear brake pads at 4 millimetres, 312 dollars, and marked that as fine for a few months.
- CustomerDo the control arm. I'll do the brakes in the spring.
- AI agentDone. The control arm is approved and the rear brakes are noted for spring. Kyle says it'll be ready by 3, and I'll text you when it's done.
After the call: The work order shows the control arm approved at 1:12 and the rear pads declined with "spring" noted. Kyle gets a go-ahead text, and the declined pads join the list for a spring callback.
What your team gets
- Approvals and declines recorded line by line, with time and the customer's words
- The tech and advisor told the moment a job is approved
- Calls placed within minutes of an estimate being posted
- Declined items saved with when the customer said they'd come back
- Fewer cars sitting on a hoist waiting for an answer
Questions
Will it change or round the price?
No. It reads the price your advisor wrote on each line. If a line has no price, it says the advisor will call with it.
What if the customer wants to haggle or ask about the part?
It puts them through to the advisor on that work order, or takes a callback note if the advisor is out in the bay.
Does it pressure people to approve everything?
No. It reads what the advisor wrote, including which items can wait, and records whatever the customer decides.
Can it take a deposit?
It texts the payment link your shop uses if the advisor wants a deposit on a large parts order.
Hear it on your phone
Request a demo call and the agent phones you, set up for auto repair shops like yours.