Approving work
When a work order is waiting on customer approval, your customer can approve it directly from the portal — no phone call needed.
Where approval happens
Section titled “Where approval happens”Approval lives on the Repair Status page inside the portal. When your customer opens their repair status, any estimates waiting for their sign-off appear under Estimates Waiting For Approval.
What customers do
Section titled “What customers do”The customer sees each estimate as a card they can check or uncheck. They select everything they want to approve, then tap Approve Selected. Before the approval goes through, the portal may ask them to:
- Read and agree to your terms and conditions (if your shop has set those up).
- Provide a signature.
- Confirm their name and phone number.
Once they submit, the approval is locked — they can’t add more estimates without calling you.
What happens after approval
Section titled “What happens after approval”The approval is recorded and shows up in TRACS. Double-check the work order before moving forward to make sure it reflects exactly what was approved.
Why a customer might not see the approval option
Section titled “Why a customer might not see the approval option”- The work order isn’t in a status that’s waiting on approval — check the work order status in TRACS.
- The estimate has already been approved or was removed.
- Their sign-in session timed out — have them sign back in.
- They’re using an old link or a stale browser tab — have them reopen the portal from your QR or current link.