How to send an estimate approval request to a customer

Modified on Mon, 19 May at 10:15 AM

The Pending Estimate Approval flow inside the Service Jobs module allows you to send a service estimate to your wholesale customers and receive approval or rejection before proceeding.

Pending Estimate Approval request tutorial

Step 1: Enable the customer review column

Go to Flawless POS > Service Jobs.
Click the eye icon at the top right of the grid.
Enable the Customer Review column.
Once enabled, the new column will reflect the review status: Pending Review, Rejected, or Approved.

Step 2: Send for estimate approval

Click the three-dot button on the right of the job row.
Select Send for Customer Review.
In the Review Status dropdown, choose Pending Estimate Approval.

Step 3: Choose contact method and send the estimate

You’ll be prompted to select how to contact the customer (e.g., email or SMS).
The system will show a default message template.
- To customize templates, go to Communications > Templates and search for JobEstimateApproval under the Services section.

Step 4: Customer experience

The customer receives a message with a link. When clicked, it opens the Estimate Review Page, where they can:

View the Job Number, Description, and Tasks
Add their Name and Comments
Choose to Approve or Reject the estimate

Step 5: What happens after

If the estimate is Rejected, the Service Job status changes to:
Customer Rejected Estimate
If the estimate is Approved, the status becomes:
Customer Approved Estimate

Step 6: View review history

To track what’s happened:

Click the three-dot menu again.
Select Customer Review History.

Here, you’ll see a full timeline of actions, messages, approvals, or rejections—ensuring transparency with every review.

Click on any row to view the exact details of the interaction.

Troubleshooting

If you encounter any issues while trying to use the Pending Estimate Approval in the Customer Reviews Feature, please reach out to Flawless POS customer support for technical assistance.