Customer approval and its proof
You will be able to: Record a line-by-line or whole-job approval; Explain the four proof presets and the amount threshold; Describe how an approval link works and what makes it safe.
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The customer who said yes on the phone and later says he never did is the classic workshop dispute. Zeyto Garage Pro lets the shop decide how sure it wants to be. The decision is a policy, set once, and the server enforces it: the screen only asks for the proof the server says is needed.
Recording an approval
On the job, press Customer approved and choose how the customer answered: in person, by phone call, on WhatsApp, by e-mail, or on a signed paper. Enter the name of the person who answered, the time, and a note. The customer can approve or decline each line, or the whole job, and a declined line is never invoiced. Lines not sent yet are added to the quote automatically.
The policy
In Settings, Workshop, the Approval proof card sets a preset for each of three ways of answering: in person, by phone and by WhatsApp. It also sets an amount.
| Preset | What the advisor must collect |
|---|---|
| Just record it | Nothing extra: a name, how, and a note |
| Customer signs on the tablet | A signature on the tablet, or a photo of the signed paper |
| Customer reads back a code | A four-digit code the customer reads back, or a signature, or a photo |
| Strict | Always: signature or code; for WhatsApp the code and a photo or screenshot of the reply |
The recommended starting policy is a signature for in-person answers and a code for phone and WhatsApp, from 500.00 up. Below the amount, proof is offered but not required. Type 0 to ask for proof every time. Strict always asks. A code is valid for 30 minutes and allows only a few wrong attempts.
The approval link
Instead of chasing the customer, press Send estimate for approval. You get a link and a QR code to send by WhatsApp or e-mail. The customer opens it on his phone, approves or declines each item, writes his name and signs with a finger. No login is needed. A link can be answered once, ends after the days set in Settings, from 1 to 60 with 7 as the default, and can be cancelled. A signed link is the strongest proof and always passes the policy. By default the link opens on the shop Wi-Fi only; links that work from anywhere are switched on in Settings, Sharing.
Try it in the demo
- Open the Garage demo at https://garage.zeyto.app and open Settings, then Workshop, and find the Approval proof card.
- Read the four presets and the amount field without changing them.
- On a job with an estimate, open Send estimate for approval and note the link, the QR code and the validity date.
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- Approval can be recorded in person, by phone, on WhatsApp, by e-mail or on signed paper.
- The four presets are Just record it, Signs, Reads back a code and Strict.
- The amount threshold decides when proof is required; 0 means always.
- A signed approval link always satisfies the policy.
Check yourself
4 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. With the recommended policy, a customer approves a 462.00 estimate by phone. What proof is required?
2. What does the Strict preset demand on WhatsApp?
3. Which are true about an approval link?
Select all that apply.