When the estimate is ready, send it. The customer gets a text (and email, if you have one on file): "Hi Sarah, your estimate for the 2019 Honda CR-V ($842.50) is ready. Review and approve: [link]."
The readiness gate
Complaint-based quotes will not send if the diagnosis is not actually ready: still pending, no recommended repair, or confidence below 70%. That protects you from quoting guesses. You can explicitly override to send a diagnostic-only quote, and maintenance work skips the gate entirely.
The customer report
On send, CarSignal writes a customer-facing report for each issue: a plain-English headline, what is wrong, what caused it, how the shop knows, what happens if it waits, an urgency badge, and a clear can-I-keep-driving answer. The language automatically stays only as confident as the diagnosis actually is.
What happens in the app
- The quote is snapshotted: line items, tax, fees, discounts, and totals are locked so what the customer approved never drifts.
- The vehicle moves to Waiting approval and its next action becomes Waiting on customer.
- Re-sending the same quote reuses the existing link instead of spamming the customer with new ones.
Approval links expire after 30 days for security. If a customer sits on a quote longer than that, re-send it to give them a fresh link.
Next: What the customer sees.