Technician · trust · ARO
LiveDVI that turns findings into authorised revenue
Photo-backed (and structured) findings raise approval rates and cut “I didn’t authorise that” disputes. The system must connect inspection → estimate → customer decision without retyping.
Primary persona: Technician + advisor + customer
The problem
What breaks without this process
Verbal upsells without evidence erode trust; paper inspection sheets never become recoverable deferred work.
Why it matters
Rationale — profit, risk, and shop floor truth
- 01
Severity-coded findings create a shared language between tech, advisor, and customer.
- 02
Convert-to-line prevents recommended work from dying on a clipboard.
- 03
Declined/deferred lines become a revenue pipeline — not forgotten sticky notes.
- 04
Portal decisioning keeps authorisation in the system of record for audit and invoicing.
Proof from the live demo
Real UI — not a pitch mockup
Captured from the seeded multi-tenant demo. Open the same surface with demo credentials.
Stage sequence
Step-by-step use case
Each stage lists the action, the business why, and the intended outcome. This is how we implement and test the product — not marketing fiction.
- 01
Start inspection on the RO
Action
Tech opens assigned job and records findings with condition/severity in job context.
Why this stage
Findings without a job context cannot feed estimate or audit.
Surface: Inspections / ROOutcome: Structured findings - 02
Convert to estimate lines
Action
Promote recommended work to priced labour/parts lines with approval state PENDING.
Why this stage
ARO is line-level; unpriced findings do not pay wages.
Surface: Quotes / ROOutcome: Priced recommendation - 03
Customer decides
Action
Advisor shares portal token (SMS/email path); customer approves, declines, or defers per line.
Why this stage
Line-level consent protects disputes and enables honest invoicing.
Surface: PortalOutcome: Authorised scope - 04
Recover deferred work later
Action
Deferred lines stay visible for follow-up campaigns and next visit menus.
Why this stage
Declined today is often approved next service — if the system remembers.
Surface: Deferred / CRMOutcome: Pipeline revenue
Related search intent
- digital vehicle inspection approval workflow
- DVI software auto repair
- inspection to estimate shop