Authorisation · margin protection
LiveLine-level estimate approval that protects margin and trust
Shops lose money two ways: unapproved work that becomes write-offs, and weak ARO because recommended work was never decided. Line state is the control plane.
Primary persona: Service advisor + customer
The problem
What breaks without this process
Whole-job “OK” signatures hide which lines were declined; variations expand silently; invoicing becomes negotiation.
Why it matters
Rationale — profit, risk, and shop floor truth
- 01
PENDING → APPROVED | DECLINED | DEFERRED is explicit and auditable.
- 02
Only approved lines should become billable invoice content.
- 03
Deferred work is a first-class opportunity, not a lost sticky note.
- 04
Portal tokens remove desktop login friction for customers on-site or at work.
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
Build the estimate
Action
Add labour and parts lines from menus, DVI conversion, or advisor pricing.
Why this stage
Speed to estimate is speed to authorisation — bays wait on decisions.
Surface: Quotes / ROOutcome: Estimate ready - 02
Share for decision
Action
Generate portal link; dispatch via SMS/email adapters (deep link to token).
Why this stage
Customers decide on the phone they already hold — higher response rates.
Surface: Portal + commsOutcome: Customer notified - 03
Line decisions land
Action
Customer sets approve/decline/defer; board reflects AWAITING_AUTH clearance.
Why this stage
Floor starts only what is paid for; advisor coaching targets declined lines.
Surface: Portal → BoardOutcome: Scope locked - 04
Handle variations
Action
New discovery returns to estimate/auth rather than silent expansion.
Why this stage
Trust and legal posture require re-authorisation of material changes.
Surface: RO statusOutcome: Honest variation
Related search intent
- SMS estimate approval auto repair
- estimate approval portal
- line item approval workshop