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Documentation Index

Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt

Use this file to discover all available pages before exploring further.

Estimates in ShopWrk let you quote a customer before any work begins. You build the estimate in a step-by-step wizard, choose how pricing tiers are structured, and then send a link the customer can review and approve on their own device. Once approved, a single click converts the estimate into a scheduled job.

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Creating a new estimate

Navigate to Estimates in the sidebar and click New Estimate. A wizard opens and walks you through four steps: picking the customer, selecting the vehicle, adding services, and reviewing pricing.
1

Select a customer

Search for an existing customer by name, phone, or email. If the customer is new, click Add new customer directly from the search panel to create a contact without leaving the wizard.
2

Select a vehicle

Choose from vehicles already on file for that customer, or click Add new vehicle to enter the year, make, model, and color. ShopWrk uses the vehicle details to automatically suggest the correct pricing tier (sedan, SUV, or truck).
3

Add services

Browse your service catalog by category. Select packages and individual services. Each service shows tier-based pricing — the price adjusts automatically based on the vehicle size detected in the previous step.
You can override the auto-detected vehicle tier at any point in the services step using the tier selector at the top of the panel.
4

Review pricing and send

Set a discount (fixed dollar amount or percentage), a tax rate, and an optional deposit requirement. Choose whether to send the estimate by email, SMS, or both — then click Create Estimate.

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Tier-based pricing (Good / Better / Best)

ShopWrk supports multi-tier estimates where the customer picks a package level — typically Good, Better, and Best — and sees a different price for each. This is the default mode for new estimates. Each tier maps to a vehicle size:
Vehicle typeTypical use
SedanCars and smaller coupes
SUVSUVs, crossovers, and minivans
TruckFull-size trucks
When you add a service with tier pricing enabled, the correct per-vehicle-size price is pulled from your service catalog automatically. You can adjust any individual line item price before sending.
If you prefer a flat single-price estimate with no tier selection, toggle off Use tiers in the services step. All line items will use a single price regardless of vehicle size.

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Adding services, packages, and add-ons

In the services step you can add three kinds of line items:

Services

Individual services from your catalog, priced per vehicle tier.

Packages

Pre-configured bundles of services with combined pricing.

Add-ons

Optional extras the customer can choose to include when they approve.
Mark any line item as Optional to let the customer decide whether to include it. Optional items appear as checkboxes on the customer-facing approval page.

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Sending the estimate to a customer

From the estimate detail page, click Send. You can deliver the estimate via:
  • Email — sends a branded email with a unique link to the estimate
  • SMS — sends a text message with the same link
The estimate link is token-authenticated, so the customer does not need a ShopWrk account to view or respond. You can resend the estimate at any time from the same detail page.
Set a Valid until date on the estimate to automatically expire the customer’s ability to approve after a certain date. Expired estimates display a notice to the customer.

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What the customer sees

When the customer opens their estimate link, they see:
  • Your shop branding and the services quoted
  • Tier options (if the estimate uses tiers) — the customer picks Good, Better, or Best
  • Optional add-ons as checkboxes they can include or skip
  • A live price summary that updates as they make selections
  • Approve and Decline buttons
If a contract or agreement needs to be signed before approval is allowed, the customer will be prompted to sign the document first. The customer can also send a question directly from the estimate page. Questions appear in your messaging inbox.

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Approving or declining

Once the customer clicks Approve, the estimate status changes to Approved in your dashboard. You will see a notification and can proceed to convert the estimate to a job. If the customer declines, they can optionally leave a reason. The estimate status changes to Declined and the reason is visible on the estimate detail page.
A customer cannot approve an estimate that has already expired. If a customer tries to approve after the valid-until date has passed, they will see an expiry notice and cannot proceed.

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Converting an approved estimate to a job

Open the approved estimate and click Convert to Job. On the conversion page you can optionally:
  • Set a scheduled date and time
  • Assign a technician
  • Assign a bay number
All of these fields are optional — you can convert without scheduling and fill in those details later from the job.
You can only convert an estimate once. After conversion, the estimate shows a link to the job it created.