Uploading Estimates

There are a few ways you can upload an estimate.

You can upload an estimate into a customer profile in 3 different ways

1. Uploading an estimate to create the Customer profile while also adding a repair record. This works great for walk-in customers, as they will most likely not be in BodyShop Booster yet.  Simply save your estimate as a PDF and drag and drop it into BSB. You can then share the estimate with the customer via options 2-4 below.
2. Uploading an estimate into an existing profile via the Files section. The estimate is now saved and accessible in the customer profile for future reference. You can also now use the share icon within the files section to send this via email to a third party.
3. Attaching an estimate to an email or text via the communication channel . This is used outside of the document wallet and will be sent dirctly to a customers email stand alone.
4. You can also now add the estimate from within the Flow.

Once you have uploaded your estimate, it is time to send it to your customer. You can do this in a few different ways as well. Click here for more information.