Prepare an estimate and record approval

Prepare a clear estimate

1. Open Customers → Estimates and select the correct customer and store.
2. Describe the proposed repair and review each part, service, quantity and price.
3. Use the estimate’s approval-sharing action when available and review its approval state.
4. When ready, convert the estimate through the repair intake workflow and verify the resulting item details and charges.

Approval and payment are separate

An accepted estimate describes the agreed work. It does not prove that a deposit or final invoice has been paid. Check payment records separately.

If the diagnosis changes the scope, update the customer’s agreement through the available review and authorization workflow rather than assuming the original approval covers the new work.