Send a quote and get it approved
Sending a quote moves it out of draft and starts the customer's approval clock. The customer never logs in. They act on a short, branded link or by replying to the text.
- Review the draft, then send it by SMS. Openhood texts the customer a short link to their quote.
- If the quote was discussed by phone, in person, or by email, use Save & No SMS instead. This still marks the quote as sent and records how it was communicated, without sending a text Openhood did not send.
- The customer opens the link, reviews each line, and approves or declines item by item.
- On the web link, the customer proves the phone number on file with a one-time code before their decisions apply.
While you wait, the repair order sits in a clear holding state so leads can see the customer is the blocker, not the workshop.
A sent quote is locked
When you send a quote, Openhood freezes a snapshot of exactly what the customer saw: the line items, their inclusive prices, any discount, and the total.
Undo to draft to edit
You cannot edit a sent quote in place. To change anything, undo it back to draft first. That retires the sent snapshot so the approved record always matches what the customer actually saw.
Two ways to approve
The customer can approve from the secure web link or by replying to the SMS. Both paths handle each line on its own, so a customer can authorise safety-critical work and defer the rest.
Web approval is definitive
On the web link, the customer ticks each line and confirms with a one-time code. Those decisions apply straight away. An SMS reply is different: it is staged for you to confirm first.
After approval
Approved lines become an additional-work job card with one task per approved item. Declined lines stay on the repair order report but are never billed, and the invoice reflects approved items only.