How do I send an estimate approval request to a customer?

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 to display statuses like Pending Review, Approved, or Rejected.

2. Send for Estimate Approval:

   • Click the three-dot button on the right side of the job row.

   • Select Send for Customer Review.

   • In the dropdown, choose Pending Estimate Approval.

3. Select Contact Method and Send:

   • Choose how you'd like to contact the customer (e.g., email or SMS).

   • The system will load a default message template.

   • To customize this, go to Communications > Templates and search for JobEstimateApproval under the Services section.

4. Customer Experience:

   • The customer receives a message with a link to the Estimate Review Page.

   • They can view the Job Number, Description, and Tasks.

   • They must enter their Name, Comments, and either Approve or Reject the estimate.

5. What Happens Next:

   • If Rejected, the job status updates to: Customer Rejected Estimate.

   • If Approved, the status changes to: Customer Approved Estimate.

6. View the Review History:

   • Click the three-dot menu again on the job row.

   • Select Customer Review History to view a full timeline of sent messages, approval status changes, and customer actions.

Related Article: How to Send an Estimate Approval Request to a Customer