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Request Customer Authorization
Request Customer Authorization

Request customer authorization for services and recommended services on an estimate

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

Authorize Services

After creating an estimate, the customer can approve or decline individual services before the shop performs the work. By offering authorization for each service, you can upsell additional work by suggesting recommended services.

Send the estimate to the customer for authorization or authorize the services yourself in the shop when you receive verbal authorization from the customer.

Authorization by the Customer

When you send an estimate to the customer, you have the option to request authorization from the customer and request an e-signature.

Share Estimate menu with request authorization toggled on
  • Request Authorization: Allow customers to authorize the estimate and work to be done

  • Request E-signature: Allow customers to electronically-sign when authorizing estimates

When your customer receives the estimate, they can review and authorize each of the services. They can view details of each service (if applicable) by selecting the arrow to the left of the service and can authorize the service by selecting the checkbox to the right of the service.

Customer view of estimate authorization

When the customer has selected which services they’d like to approve or decline, they should select the Authorize Service(s) button and review their authorization before confirming.

Customer view authorize services button

Estimate authorization review

Check out our help article Customer E-Signatures to Authorize Services to learn more about including an E-Signature on an estimate authorization.


Authorization by the Shop

The shop also has the ability to authorize services. This is helpful if the customer is physically in the shop or if they give authorization via phone, SMS, or email.

On the right-side panel of the estimate, select the Authorizations tab and Authorize.

Authorize services on an estimate

Approve or decline each service, and select the method in which the customer has authorized the services. Select Save.

Authorize services on an estimate

The authorization status will be updated on the right-side panel, as well as on each service in the estimate.

Authorization status of services

Check out our help article Deferred Services to learn more about upselling previously recommended and declined services.


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