Authorizations

Authorizations let your customers approve or decline individual services rather than the entire estimate. By offering authorization for each service, your shop has the opportunity to upsell additional work by suggesting Recommended Services and giving your customers the choice through the authorization process. For more information on authorizations, check out our help article.


How to recommend services

If you would like to recommend additional services to your customer, you can deem a service as Recommended by clicking the “R” icon at the top of the service. You will then see the "R" badge appear blue and bordered, signifying that the service is a Recommended Service:

Recommended Services will not be included in the estimate total by default, but they will be added to the total if your customer authorizes them. Your customer will see Recommended Services distinguished from other services when viewing their estimate on both digital and printed versions:

Customers can authorize your Recommended Service just like they would their other services, giving you the ability to easily suggest additional work and your customers the ability to easily add those services to their estimate.


How to upsell previously declined services

When building a new estimate, you will see recent deferred services related to the associated customer and/or vehicle:

Services with an authorization status of Declined, services included in an archived estimate, or Recommended services on invoices will be displayed here. Simply click Add Now to immediately add the fully-defined service to the estimate. Click View All or + "_" more to view all associated deferred services:

In addition, you can browse the full list of associated deferred services from the customer page or from the vehicle page via the Deferred tab, and add them to a new estimate from there:

With previously declined or archived services being conveniently available and effortless to add to new estimates, you can easily encourage your customers to include them as additional services.


Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!

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