Stale estimate recovery
Situation
A service estimate remains open after the customer leaves without authorizing work. The shop-management system shows no documented follow-up owner or next-contact date.
Next step
The service advisor reviews the estimate history and gets the right follow-up ready for a manager.
Common exception
The estimate includes a declined safety item, but the customer's preferred contact method is not recorded.
Questions to ask
- When should an open estimate enter the recovery queue?
- Which source-system details must the advisor review?
- Who reviews the prepared action before contact?