Request Approval of an Estimate

The REQUEST APPROVAL button allows you to quickly request approval for estimates and automatically post the latest estimate for customer review.

To request approval for an estimate:

1. Open your location from the Portal.
2. In the top menu bar, click Cases.
3. From the All Cases page, click the related case number.
4. On the Editing Case page, click REQUEST APPROVAL.
   
   
    
5. On the Choose Notification Recipients Modal, select notification recipients from the list. 
   
    

   

6. Enter the ETR.
7. Enter your notes. 
   • To enter a previously saved response, click SELECT A SAVED RESPONSE and select a response from the dropdown menu.
   • To create a new saved response, enter notes in the field and click SAVE RESPONSE. You will then be able to select that response in the future from the SELECT A SAVED RESPONSE menu.
8. Select any optional Estimate PDF information.
9. Click REQUEST APPROVAL.

An acknowledgment message along with a date and time stamp will be captured in the Conversation section of the case.

The repair status will update to Hold (auth), and the follow-up time will be created for a certain number of hours after you clicked REQUEST APPROVAL. The number of hours is determined by your administrator. A message will display telling you how many hours was added to create the follow-up time.