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A customer opens the report page from a link you send by email or text message. Choose the delivery methods for each contact in the Recipient list. Read this page before you send, so you can set the right expectation.

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The email or text message

The email shows no prices and no counts. It says the report is ready and links to it. The text message carries your shop name, the vehicle, and the link. A customer sees a price only after they open the report. For every element of the email, see the report email format.

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The report page

The services sit under Dealer Service Recommendations. The section asks the customer to review and approve or decline each recommended service. Two groups split the list. You rate an inspection item OK, Suggested, or Required. A service carries its own priority toggle — REQ or SUG. A service you write by hand has a priority you set, but no item rating behind it unless you link one.
Customer report on a phone. Requires Attention holds three services, one reading Contact for pricing. Recommended holds one. Each service has an Approve and a Decline button.

Dealer Service Recommendations on a phone, with the two groups and one service that carries no price.

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What the price reads

Each service carries its own price line. What the customer reads follows what you entered in the dialog. The report rounds each price to whole dollars. A service priced above 0∗∗alsocarriesa∗∗Maxauthorized:0** also carries a **Max authorized: X line under its price, taken from its high figure. That line reads $0 on a service the customer declines.
A price of 0 is not an empty price. The customer reads $0, which reads as free work. Leave the field empty instead.

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Approving and declining

The customer answers each service with Approve or Decline. Two buttons answer the whole list at once: Approve All, which carries the count in its label, and Decline All. The count is the number of services on the report, not the number still waiting for an answer. A total line tracks the answers. It reads Maximum Authorized, followed by the sum of the approved prices. One Approve does not finish the flow. After the customer answers every service, a consent step shows the maximum authorized amount, and a confirmation screen follows.
Approving a service that carries a price authorizes up to its high figure. That figure is a ceiling, not a bill — work above it needs a new approval. Approving a service that carries no price commits no amount: it tells the shop to call. A customer who approves only unpriced services sees Maximum Authorized: $0.
Customer report after one approval. Progress reads 1 Approved and 3 Pending, the total line reads Maximum Authorized $90, and the approved service shows a filled green Approve button.

One service approved. The total line reads Maximum Authorized, and the progress line counts the answers.

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Where to go next

Recommended services

Write a service by hand, or leave its price empty.

Performing an inspection

Rate items, draft the summary, and set your own prices.

How it works

What the AI reads, and why its prices are national averages.

Managing notifications

Choose who at the shop hears about an approval.