Quotes & customer decisions

Quotes turn inspection findings into priced proposals. They are where technical recommendations become customer decisions, so the quality of the quote often determines how smoothly the rest of the workflow runs.

What a good quote should do

A good quote should explain the work clearly enough that the customer can approve it without a long back-and-forth. That usually means the line items, totals, and any supporting references line up cleanly with the findings on the related job.

You can create and edit quotes, preview region-specific outputs where relevant, and manage how quotes are shared with customers through the workshop app and portal workflow.

Customer portal workflow

• Staff can notify the portal when a quote is ready for customer review.
• Customers with portal access open the quote, review lines and totals, and record a decision when they are ready.
• If plans change, staff can withdraw portal visibility, revise the quote, or send a follow-up message as part of the documented workflow.

Portal messaging keeps a clear record inside the same business process instead of relying on informal email or memory.

Staff decisions

When a customer responds through the portal, staff can record the outcome on the quote so the job and invoice stages stay aligned with what was agreed. This matters especially when customers partially approve work or want timing confirmed before authorising the full proposal.

Useful operating habits

• Keep quote wording aligned with the job findings so workshop staff and customers are reading the same story.
• Revise the quote rather than creating overlapping duplicates wherever possible.
• Record customer decisions in the system promptly so the workshop floor, service desk, and accounts team are not working from different assumptions.