Automotive Service Estimate Follow-Up

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Prioritize open repair estimates, track every line-item decision, and print a clear follow-up record before approved work goes cold.

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STEP 1 · INTAKE CONTROLS

Estimate record

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01 // Customer, Vehicle & Estimate

Day count is derived from the two dates.

Approval rate is approved dollars ÷ this total.

Repair order & advisor Optional

02 // Repair Line Decisions

A declined line needs the customer's reason in that line's note. Evidence files are optional and never count toward readiness.

03 // Follow-Up Context

At least one valid phone number or email is needed before follow-up can be scheduled.

If the preferred method isn't on file, the next action uses the one that is.

Contact attempts

Log each call, text, or email. Two unanswered attempts in a row with a follow-up due trigger escalation.

Jump

Follow-up verdict and record

Loading Preparing the record
Open quoted$0.00
Approved · unscheduled$0.00
Since last contact0 days
STEP 2 · YOUR FOLLOW-UP RECORD
Watermarked draft Free tier record · prints with a DRAFT watermark

Estimate follow-up record · Draft

Estimate follow-up record

INCOMPLETE - NOT VALID

Customer
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Vehicle
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Repair order
Not entered
Advisor
Not entered
Estimate date
Not entered
As of
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Preferred contact
Not entered
Contact attempts
None logged

A Verdict & first required follow-up

Verdict Loading 0 blockers
First required follow-up Not calculated Not calculated

No conflicts between the quoted total, line decisions, and schedule.

B Summary totals

Quoted total$0.00
Approved$0.00
Approved · unscheduled$0.00
Open quoted$0.00
Declined$0.00
Approval rate0%

C Line-item approval & follow-up ledger

LineServiceQuotedDecision · scheduleNext step

D Holds & conflicts 0 blockers

#SeverityWhereWhat to fix

E Notes & evidence by line

LineNoteEvidence (optional)

F Next actions

    G Assumptions

      Follow-up aid only. Verify prices, parts availability, customer authorization, payment, and repair-safety decisions in your shop system; this record is not a work order or legal consent.

      Prepared with Automotive Service Estimate Follow-Up

      Draft record

      04 // Pro Practitioner Tools

      Reusable outreach, shared shop templates, and record history for advisors who follow up every day.

      Need an unwatermarked record?

      Locked · saved call, text, and email cadences

      Locked · shared wording for every advisor

      Locked · dated revisions of each estimate record

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      This record has edits that are not part of a sample. Loading the sample replaces every field, line, note, and evidence file. You can undo right after.

      Estimate Follow-Up Pro

      $19 per month. Your free calculation, ledger, and CSV export keep working either way.

      Free tier compared with Pro tier
      CapabilityFreePro
      Core prioritizationFree tier: full verdict, totals, and line ledgerPro tier: the same complete calculation
      Raw CSV exportFree tier: includedPro tier: included
      Printed follow-up recordFree tier: watermarked draftPro tier: unwatermarked official record
      Outreach & team toolsFree tier: not includedPro tier: reusable outreach sequences and team templates
      Record historyFree tier: current record onlyPro tier: dated revision history per estimate
      Start Pro · $19 per month

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