What your customers see: approving, the glovebox and booking

Every page a customer opens from your links has a small question mark of its own. It opens short, pictured steps for that page in a new tab, in the language the customer reads the page in, so a customer who is stuck can help themselves before they ring you.

Approving an estimate

1. 1

   Step 1: They open your link

   The estimate you sent opens with their car and each job you recommend.

   
2. 2

   Step 2: They decide each job

   Each job has Approve and Not this time. The total follows what they choose.

3. 3

   Step 3: They sign and send

   They type their name under Type your name to sign and press Submit approval. The answer lands on the repair order.

Their glovebox

1. 1

   Step 1: They open their glovebox link

   It lists every car of theirs you look after.

   
2. 2

   Step 2: They open a car

   Its visits, invoices and inspections are there, and What’s due shows the next service.

How to send a glovebox link, and what it never shows, is in The digital glovebox.

Booking a visit from the glovebox

1. 1

   Step 1: They press Book this

   Beside a service that is due, Book this opens your booking page; Book a visit under the list opens it any time.

   
2. 2

   Step 2: They pick a time

   The time they pick arrives as a request under Schedule › Appointment requests for you to confirm.