Before a repair begins, the workshop and the customer should understand the proposed work and its estimated cost. A clear approval process helps avoid confusion, especially when an inspection reveals additional repairs.
Here is a simple workflow independent garages can use.
1. Explain the proposed work
Describe the problem, the recommended repair and what the estimate includes. Separate parts and labour so the customer can understand how the total is calculated.
Use plain language. “Replace the worn front brake pads” is easier to understand than an unexplained internal job code.
2. Make the estimated total clear
Show the currency and any applicable taxes or additional charges. Explain whether the amount is an estimate or a fixed quotation, and identify anything that still requires inspection.
If some work is optional, list it separately rather than combining everything into one unexplained total.
3. Give the customer time to review
Let the customer read the estimate before asking for a decision. A digital estimate can make this easier when the vehicle owner is away from the workshop.
Include a clear way to ask questions. An approval button should support a conversation, not replace an explanation.
4. Record the decision
Keep a record of the estimate the customer reviewed and their response. Useful details include the vehicle reference, the proposed work, the estimated amount and the date of the decision.
Avoid treating silence as approval. If the response is unclear, contact the customer before proceeding.
5. Get approval for additional work
Suppose a customer approves a brake-pad replacement, but the technician later identifies a damaged brake disc. Explain the new finding and provide an updated estimate.
Make clear which work was already approved and which additional work needs a new decision. Keep the earlier estimate for reference.
An example of a clear approval request
“We recommend replacing the front brake pads. The attached estimate lists the parts, labour and total. Please review it and let us know whether you approve this work or have questions. If we find anything else that changes the scope or price, we will contact you with an updated estimate before carrying out the additional work.”
Adapt the message to the actual inspection and estimate. Identify the vehicle and estimate reference so the customer knows which proposal they are reviewing.
A practical checklist for your workshop
- The customer received the correct estimate.
- The proposed repairs and estimated total are clear.
- Questions have been answered.
- The customer’s decision has been recorded.
- Any additional work has its own approval.
Explore Garage Estimate
Garage Estimate is designed to help workshops share repair estimates and request a customer decision through a link. Explore the product to see whether its current workflow fits your workshop.
Explore Garage Estimate