Quotation Approval Process: How Customers Approve or Reject a Job Quotation in BytePhase

Quotation Approval Process: How Customers Approve or Reject a Job Quotation

BytePhase’s quotation approval process lets your customers review a repair job’s pricing and approve or reject it right from their phone, no app install needed. Follow the steps below to create a quotation, send it, and see the customer’s decision reflected instantly in your portal.

Step 1: Open the job and start a quotation

1. Go to the job list.
2. Select the job: find and click on the particular job for which you want to create a quotation.
3. Click job actions: this opens a menu with options related to the job.
4. Choose “Quotation”: from the job actions menu, select “Quotation” to open the page where you build and manage the quotation for that job.

Step 2: Add services, parts, and prices

• Add services and parts: on the quotation page, click “Add Service” or “Add Part” and enter the necessary details.
• Set prices: enter the amount for each service and part in the quotation.
• Everything you add here stays tied to the job’s repair ticket management timeline, so pricing, approvals, and status all live against the same ticket.

Step 3: Send the quotation for approval

• Create the quotation: once you have added the details and prices, click the “Create Quotation” button.
• Select a notification channel: choose email, SMS, WhatsApp, or a web notification. The customer will receive the quotation link through whichever channel you pick.
• Customer receives the link: the customer gets a notification with the link to the quotation on the channel you chose.
• Customer approves or rejects the quotation: the customer opens the link, reviews the services, parts, and prices, and taps to approve or reject.

Step 4: Track the customer’s decision automatically

• Status auto-updates: once the customer approves or rejects, the quotation status updates automatically in your portal.
• Pop-up notification: you get a pop-up notification the moment the customer decides, so you always know where a quotation stands without checking manually.

Great job! That’s it — you’ve created a quotation, sent it for approval, and can track the customer’s decision the moment it happens.

This quotation approval process keeps pricing conversations out of back-and-forth calls and texts. The customer reviews services, parts, and cost in one link, and you get a real-time update the moment they respond, so the job can move forward without delay.

Try it yourself with BytePhase’s 15-day free trial, no credit card required, and see how much faster job approvals go when customers can review and respond right from their phone.