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Guide

Getting repair approvals back in minutes

Fast approval is usually an information-design problem. Give the approver the condition, consequence, recommendation, price and decision in one place.

01

Lead with the decision

Group work by urgency and explain what is required now, what can be monitored and what is optional. Avoid internal shop language that forces the customer to call for translation.

02

Attach the right evidence

Pair concise technician notes with relevant photos, measurements and inspection results. Evidence should support the recommendation rather than overwhelm the recipient.

03

Make price complete

Show parts, labor, fees, taxes and the revised total before authorization. For fleets, include unit number, purchase-order requirements and the approver’s spending rules.

04

Let people approve line by line

Capture approved and declined items, identity, timestamp and channel. Preserve declined work so advisors can follow up without reconstructing history.

05

Measure the approval loop

Track time from estimate sent to decision, follow-up touches, approved value, declined value and work delayed by missing authorization.

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