Post and Share Estimates

Estimate versions are generated each time you update the estimate and share it with the customer. You can share the estimate with the customer by using the Post to Fleet button or one of the available Quick Action buttons on the Editing Case screen.

Depending on the settings decided on by your administrator, your estimate may include any or all of the following:

• Fleet Notes
• Case Notes
• ETR
• Declined and Deferred Operations

To see the Estimates created for a case:

1. From the Case screen, click the Estimate tab.

2. This will display the estimate(s) that have been created for the case. Each time an estimate is sent to the customer it will keep a version of that estimate.

3. To view an estimate, click the PDF icon in the PRINT column.
4. This will display that version of the estimate in a new window.

New Users

If you send an estimate for a case to a user that hasn't logged into the system yet, they'll receive an email notification with a link to the case and be asked to set up their User Profile before viewing the case.

Once update their User Profile, they can communicate with the service location and review the posted estimate.

Approval Process

Below are two demos of how the approval process for an estimate works within the system depending on if the fleet is registered or not within Decisiv. Click below to review this process. These links can be shared with your customers to help with training for new customers.