Prepare a clear estimate
Open Estimates and create a draft for the correct client and vehicle. Add the service and parts lines, quantities and prices. Review totals and shop details before sending. Draft estimates can be edited; review them before moving to a later status.
Record the customer's decision
Send the estimate by email when delivery is configured, or use the document through your shop's normal communication process. Record acceptance or rejection after the customer has communicated their decision. Sending the estimate does not by itself mean the customer has approved it.
Create and review the invoice
Use the estimate's conversion action when you are ready to invoice.
- Open the resulting draft invoice and check the client and vehicle.
- Review each line, totals and notes before sending.
- Send the invoice using the configured email or SMS action, or download its PDF.
- Check the send result and correct recipient details if delivery fails.
Record a received payment
After payment is received, use the invoice payment action to record the applicable method and amounts. Recording a card payment in GarageOS is a record of a payment collected through your shop's payment process; it does not charge a card. Review the payment record and any receipt before closing out the job.