Estimates & Approvals

Estimates That Get Approved Online, In-Person, or
Straight From a Phone Call.

Send a secure link and they approve it from their phone. Show them the breakdown at the counter and they sign right there. Or take the call, log it in seconds, and turn a "just calling for a quote" into a booked job before you hang up. Every approval gets a digital signature and a timestamp — automatically.

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ManageAutoShop estimate approval dashboard

Why It Matters

An estimate that's slow to approve is a job someone else gets.

Between customers who need to review it later, ones sitting right at your counter, and ones who just want a number over the phone, "send it and wait" isn't one workflow — it's three. ManageAutoShop covers all three, so nothing depends on a callback that never comes.

"I'll look at it when I get home."

A secure link goes out by email or text. They review and approve from any device — no app, no login, no phone tag.

"Can I just sign it right now?"

Pull it up on your tablet or counter screen. They type their name and approve on the spot — recorded instantly, no paper.

"Hi, can you give me a quote over the phone?"

Log the caller and what they need in seconds. Mark it quoted, converted, or declined — and turn a yes into a job without missing a beat.

What's Actually Inside Estimates

Every approval path feeds the same estimate record — and a converted phone call becomes a job with the same one-click flow as an approved estimate.

Online Approval via Secure Link

Email or text a unique, secure link. Your customer opens it on any device, reviews the breakdown, and taps Approve or Decline — no account needed.

In-Person Approval at the Counter

Open the estimate on your shop tablet or desktop, walk through labor and parts, and let them sign right there. Recorded immediately — nothing to scan or file.

Digital Signature & Timestamp, Every Time

Every approval — online or in-person — saves the customer's name and a precise timestamp automatically, so you always have a record of who approved what and when.

Phone-In Estimate Requests

A customer calls asking for a quote before they've even brought the car in. Log their name, number, vehicle, and what they need in a few seconds flat — built for speed, since that call won't wait.

Track Every Call: Quoted, Converted, or Declined

Every logged call gets a status — Quoted, Converted, or Declined/Lost — so you always know which callers are still warm and which ones you've already followed up with.

One-Click Convert to a Job

Caller says "yes, let's do it"? Convert their logged request straight into a job without re-typing anything. The call that started it all is still linked to the record.

From Estimate to Approval in Minutes

Two ways to get a signature once the estimate is written up. Zero friction, no waiting days for a yes or no.

Online Approval

  1. 1 Create an estimate inside ManageAutoShop — labor, parts, description, and total.
  2. 2 Click "Email It" — a unique, secure link goes straight to your customer.
  3. 3 They open it on any device — no app needed.
  4. 4 They review it, type their name, and tap Approve or Decline.
  5. Done. You get a notification, and the approval is recorded with their name and a timestamp.

In-Person Approval

  1. 1 Open the estimate on your shop tablet, laptop, or counter screen.
  2. 2 Show the customer the breakdown — labor, parts, total, and description.
  3. 3 They type their name directly into the "Your Name" field.
  4. 4 They tap Approve or Decline right there on your screen.
  5. Instant recording. Saved immediately with a timestamp and their name — no paper, no scanning.

Speed Matters Here

Turn a Phone Call Into a Job Before You Hang Up.

Not every estimate starts with a written-up job. Sometimes it's just a ringing phone. ManageAutoShop gives that call its own fast-entry workflow, so a "just calling for a quote" doesn't fall through the cracks while you're mid-repair on something else.

1. Take the Call

The phone rings. Whoever picks up doesn't need to be the one who writes estimates — just log what the caller needs.

2. Log It in Seconds

Name, phone number, vehicle, and what they're asking about — a quick entry built for speed, not paperwork.

3. Mark the Status

Quoted, Converted, or Declined/Lost — so every open request is visible and nothing sits forgotten in a notebook.

4. Convert to a Job

Caller's ready to bring it in? Convert the request straight into a job — no re-entering what they already told you.

No Add-On Tier

Every approval path is just included.

Online approvals, in-person signing, and phone-in estimate requests all live in the same flat plan — no per-estimate fee, no per-signature fee, no per-call fee.

$49.99
per month, everything included

"ManageAutoShop saves us $200+/month and simplifies everything. Estimates, jobs, and invoices are ready in seconds, and the digital approval feature is a game-changer — no more chasing signatures."

— Steve Gibson, Shop Owner · Dallas, TX

Estimate & Approval Questions, Answered

How does a customer actually approve an estimate?

Either you email them a secure link they can open on any device and approve remotely, or they type their name and approve directly on your shop's screen while they're standing at the counter.

Is the digital signature actually binding?

Yes. Every approval — online or in-person — saves the customer's typed name alongside a timestamp, giving you a clear record of who approved the work and when.

What happens when someone calls in asking for a quote instead of coming by?

You log the call as an estimate request — caller name, number, vehicle, and what they need — in a few seconds. It sits in your estimate requests list until you follow up.

Can I see which phone requests actually turned into paying jobs?

Yes. Each request is tagged Quoted, Converted, or Declined/Lost, so you can see at a glance which calls are still open and which ones already became jobs.

Does this cost extra per estimate, signature, or logged call?

No — unlimited estimates, approvals, and phone-in requests are all included in the one flat $49.99/month price.

Stop Chasing Signatures. Stop Losing Calls.

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