Your customer approves the repair quote online in the Repair Tracking portal. They open the link from the email, review the services, costs and damage photos, and authorize the repair with one click on “Accept”. The status then updates automatically in your dashboard.
Why online approval helps #
When a customer accepts a quote online, the status updates immediately in your dashboard. This eliminates manual status changes and ensures your team starts the repair only after receiving formal authorization. It removes back and forth and speeds up the whole flow.
Requirements #
Approving a repair online requires an active portal link sent to the customer with valid access to the Repair Tracking portal. To create the quote first, see How to Create and Send a Repair Quote.
Step by step: Approve a repair quote #
- Open the email notification regarding your repair cost estimate. Locate the “Show Cost Estimate” button within the message.
- Click “Show Cost Estimate” to open the detailed quotation in the Repair Tracking portal. The full repair overview appears in your browser.
- Review the listed services and costs. Click “Accept” to proceed with the repair.
- Confirm your decision by clicking “Accept” in the dialog. Your approval is now registered and the repair process moves to the next stage.
- Click the uploaded image thumbnail under “File Upload” to view photo evidence of the device damage. An image preview window opens on your screen.
- Close the image preview to return to the portal. You are back on the main case overview page.
- Click “Job Details” to expand the section. Detailed information about your repair order is displayed.
- Click “Device details” to expand the section. Technical information about your specific device is shown.
- Click the message field at the bottom of the portal if you need to send a note to the repair team. The text cursor appears in the input field.
- Type your message and click the send icon. Your message is shared instantly with the repair technicians.
- Click “Accept” to finalize your approval. The repair status is updated, and the service moves forward.
- Review the updated portal overview to see your confirmed status and available payment options.
Tip from practice #
Encourage quick approvals: Customers who see clear damage photos alongside the quote are more likely to approve without calling. Make sure your technicians upload sharp images to the “File Upload” section before sending the estimate.
What comes next #
- Quote not created yet: How to Create and Send a Repair Quote
- After approval: Create Invoices from Repair Orders
- No job yet: How to Book a Repair Ticket
Frequently Asked Questions #
Approve Quote #
How does my customer approve the quote online?
Your customer opens the link from the email notification. In the Repair Tracking portal they review the details and click “Accept” to authorize the repair.
What happens after the customer accepts?
As soon as the customer accepts, RepairCMS updates the job status automatically. Your team gets formal authorization to start the repair without manual status changes.
Can the customer send questions through the portal?
Yes. Using the message field in the portal, the customer communicates directly with your repair team before approving the quote.
Can the customer see the damage photos?
Yes. Under “File Upload” the customer can view the documented damage on the device, which speeds up approval.