Estimates and quotations

Estimates the customer can say yes to

Build the quote from parts and labour, flag what is urgent and what can wait, send it by email or WhatsApp link, and convert the approved lines into the invoice.

● Urgent: safety or breakdown risk● Soon: plan within weeks● OK: checked, no action
EST-10482Sent · WhatsApp link
  • UrgentFront pads + rotors$485.50✓ Yes
  • SoonBrake fluid flush$72.00✕ Later
  • OKTyres 6/32"—Noted

Declined lines stay on the car as recommendations.

Bay$79/moincluded
Shop$149/moincluded
Fleet$129/moincluded
Full plan comparison →

Approval flow

Build, send, convert

Most estimates are approved in parts. AutoShop POS keeps each line separate so the yes and the not-yet are both recorded.

  1. Build

    Add parts and labour lines from your catalogue.

  2. Prioritise

    Mark urgent, soon or OK so the customer can decide.

  3. Send

    Email it or share the link on WhatsApp.

  4. Record approval

    Note who approved which lines, and when.

  5. Convert

    Turn approved lines into the invoice.

Plate A-05 · estimate01
EST-10482Sent · WhatsApp link
  • UrgentFront pads + rotors$485.50✓ Yes
  • SoonBrake fluid flush$72.00✕ Later
  • OKTyres 6/32"—Noted

Declined lines stay on the car as recommendations.

1

Urgent, soon, OK

Group lines by priority with the red, amber and green convention customers already know from inspections, always labelled in words too.

2

Convert, don’t retype

Approved lines convert into the invoice with the same parts, hours and prices.

3

Declined is not lost

Lines the customer declines stay on the vehicle as recommendations for the next visit.

Approval rate

Five habits that get more yeses

  1. Lead with safety. Put urgent lines first and say why in one sentence.
  2. Split big jobs. Separate lines let the customer approve the brakes today and the struts next month.
  3. Send it where they read. A WhatsApp link gets opened faster than an email in the UAE and Pakistan.
  4. Record the no. Declined work becomes a recommendation the next advisor sees.
  5. Follow up. Use reminders to raise recommendations before the next service.

Read the full guide to estimate approval →

What it doesn’t do (yet)

  • Customers do not tap approve inside a portal; you record the approval they give by message, phone or in person.
  • Inspection photos are not attached per line; use notes.

We would rather you know this before the trial than after.

Shop floor talk

Advisors on estimates

Sample Sample reviews: illustrative only, not real customers. Real reviews will replace them.

  • RO · VAT invoicesSample

    “Invoices show the VAT the way our customers expect, in Arabic and English on the same page.”

    Aisha K.European specialist · Al Quoz, Dubai
  • RO · EstimatesSample

    “Declined lines stay on the car. When it comes back, the advisor sees the AC recommendation from last time.”

    Omar F.AC & electrical · Sharjah Industrial Area
  • RO · Online storeSample

    “We added our service menu once and the booking page was there the same afternoon.”

    Faisal M.3-bay workshop · Musaffah, Abu Dhabi

Diagnostics

Scan the codes: questions shop owners ask

EST-Q201Can I send an estimate by WhatsApp?

Yes. Share the quotation link or PDF in WhatsApp, or email it from AutoShop POS.

EST-Q202Can I save an estimate for later?

Yes. Quotations stay in the system until you convert, edit or delete them.

EST-Q203Can an estimate expire?

Add a valid-until note or term on your quotation layout so customers know how long prices hold.

EST-A204How do I record customer approval?

Mark the approved lines, add a note with who approved and how, then convert those lines into the invoice.

EST-A205What happens to declined lines?

Keep them as a recommendation note on the vehicle so the next advisor sees them.

EST-A206Can I estimate without a customer record?

Yes, a walk-in quote works, but adding the customer and vehicle keeps the history useful.

EST-P207Can I see the margin on an estimate?

Parts carry cost and selling price, so reports show gross profit per sale once invoiced.

EST-P208Which plans include estimates?

All plans: Bay, Shop and Fleet.

Send your first estimate today

Add a few labour services and parts, build a quote and send it as a link.

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  • No contract, cancel monthly
  • Free CSV import
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