Customer approval

Customers never log in and never install anything. The text link opens a branded page with everything they need to say yes.

The approval page

• The plain-English report: what is wrong, why, the evidence, what happens if it waits, an urgency badge, and whether the car is safe to drive.
• The itemized estimate: parts, labor, fees, tax, and the total.
• Three actions: Approve repair, I have a question, and Decline.

Approving requires typing their full name as an e-signature. CarSignal records the name, timestamp, device, and consent text, which satisfies California BAR-style authorization requirements.

Questions without phone tag

I have a question opens a chat. An AI answers instantly, grounded only in this quote and report. Anything it should not answer gets deferred to you: the customer sees "checking with the shop," and the question lands in your inbox to answer in the same thread.

Declines

A decline can include a reason and marks the work deferred, not deleted. Declined services show up later in Outreach follow-up, so the work is not forgotten.

The moment they approve

Automatically, in the same second:

1. You get a notification: Quote approved, $842.50.
2. The work flips to approved and the car moves to In shop, next action Order parts.
3. A draft invoice assembles itself from all approved, unbilled work.
4. If your shop allows slot picking, the customer's chosen time is booked on the schedule with capacity checked.
5. The customer gets a confirmation text and email, and their link becomes a live status tracker (Approved, Scheduled, In progress, Ready, Completed) that updates as you work.