Estimate approval limits
- Owner
- Service writers
- Reviewed by
- Owner, weekly
- Effective
- Sample week 3
- Version
- 1.0
1 · Purpose
Service writers approve estimates within a written limit, and the owner reviews every approval each week.
2 · Steps
- 2.1Build the estimate in the shop system and attach the inspection photos.
- 2.2Up to $1,500: the service writer approves and sends it to the customer.
- 2.3Above $1,500: send to the owner for a one-tap approval.
- 2.4Discounts, goodwill and warranty: follow the table below.
- 2.5Monday: the owner reviews every service writer approval from the week before.
3 · Approval levels
| Service writer alone | Estimates up to $1,500 |
|---|---|
| Owner, one tap | Estimates above $1,500 |
| Owner acts | Goodwill over $100, any warranty dispute |