Every customer touchpoint adds to one clear estimate view.

Choose a call, text, or form to see the useful detail it adds.

Estimate contextSummit Repair
Call / New

Verbal quote noted; customer asked for time to review the $1,240 brake estimate.

Text / Yesterday

"Can we do the rear brakes next month?"

Estimate / Last Friday

$1,240 brake estimate from Summit Repair. No customer decision recorded.

Call shown in the estimate context.

The service advisor starts with a ready draft.

The customer history, estimate value, suggested message, and review status stay together.

Estimate follow-up slip

LocationSummit Repair
OwnerService advisor
ActionReview prepared nudge for the $1,240 brake estimate
Check stateAdvisor reviews before outreach

Prepared nudge routed to Service advisor for review.

What the advisor sees

Enough context to make the next call count.

01

The customer history

The useful calls, texts, forms, estimate, and shop notes appear in one view.

02

The value and age

The advisor can see the $1,240 value, the verbal quote, and when the callback became due.

03

A prepared draft

The wording is routed to a service advisor to edit, approve, reject, or replace.

04

A person-owned close

The advisor records whether outreach happened and what the estimate needs next.