Run the shop
Estimates, approvals and authorization
Turn an inspection finding into a priced estimate, get a recorded decision, and start work with the authorization attached to the job.
An estimate in Vlatrix is built from inspection findings, labor operations and parts lines with live cost context. It is sent for digital approval by email or SMS, the customer or fleet approver responds line by line, and the recorded decision converts directly into an authorized work order.
The problem
Unrecorded approvals are the most expensive gap in the shop
A verbal yes over the phone becomes a dispute at pickup. Meanwhile, technicians wait because nobody is certain which lines were authorized.
- Approvals given by phone with no timestamp or record.
- Estimates rebuilt by hand for each revision.
- Fleet approvers who need a purchase order number before they can say yes.
- Declined lines that quietly disappear instead of becoming future work.
How it works
From finding to authorized work
- 01
Build from evidence
Pull inspection findings, photos and notes into estimate lines so the customer sees why the work is recommended.
- 02
Price with real context
Labor operations, parts availability and current supplier cost inform the line before it is sent.
- 03
Send for digital approval
The customer or fleet approver reviews online and approves, declines or defers individual lines.
- 04
Convert and record
Approved lines become work order tasks. The decision, timestamp and approver are retained on the job.
What you get
Capabilities in this area
Line-level decisions
Approve some work now and defer the rest without rewriting the estimate.
Revisions with history
Each revision is retained so the shop can show what changed and when.
Fleet authorization fields
Capture PO numbers, cost centers and approval limits required by commercial accounts.
Deferred work follow-up
Declined lines can be kept as recommended work for the next visit or reminder cycle.
By role
What changes for each person
Service advisor
Send a clear estimate once and stop relaying prices over the phone.
Shop owner
Every authorization is documented, which protects the shop at pickup and at invoice.
Fleet manager
Review recommended work with evidence attached and approve within your own spend controls.
FAQs
Frequently asked questions
Ready to move forward?
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