> ## 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.
# Build and send tier-based estimates for customer approval
> Create Good/Better/Best estimates for any vehicle size, add services and optional add-ons, then send for customer approval — all from a single wizard.
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.
## 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.
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.
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).
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.
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**.
## 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 type | Typical use |
| ------------ | ------------------------------ |
| Sedan | Cars and smaller coupes |
| SUV | SUVs, crossovers, and minivans |
| Truck | Full-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.
## Adding services, packages, and add-ons
In the services step you can add three kinds of line items:
Individual services from your catalog, priced per vehicle tier.
Pre-configured bundles of services with combined pricing.
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.
## 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.
## 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.
## 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.
## 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.