Estimates

Estimates are quotes you send to customers. The estimate builder walks you through panel selection, dents, factors, pricing, and a branded PDF.

1. Start from a lead, customer, or Estimates → New Estimate.
2. Step 1 — Customer & Vehicle: pick the customer; pick a vehicle from their garage or add a new one (VIN supported).
3. Step 2 — Damage: for each panel, either:
   • Add specific dents (size in inches, depth, factors like glue pull, aluminum, edge, brace, etc.), or
   • Tap a panel and pick a quick option:
     • Wholesale used-car cleanup (flat-rate cosmetic pass)
     • All dents on entire vehicle (panel-by-panel matrix fill)
     • Custom (free-text + price)
4. Step 3 — Review: see totals, add a discount %, toggle Include vehicle diagram in PDF, add R&I (remove & install) line items if needed, and add internal notes.
5. Send or Save as Draft.

• The app uses your Retail or Wholesale matrix with size + depth + factors.
• If you change a default price, a Recalculate with matrix button appears so you can revert.
• AI-generated estimates only use what you explicitly state: size, factors, panel, count. If you don't specify, the app defaults to a 1″ dent, no factors, hood panel. A dollar amount alone never inflates size or adds factors.

Closing the builder mid-edit prompts: Save as Draft or Discard. Drafts won't auto-load next time — you open them from the Estimates list when you want them.

1. Open an approved estimate.
2. Choose Edit (regular changes) or Supplement (new approved version layered on top).
3. The supplement PDF shows: customer/vehicle on top → Original Approved Items (reference) → Additional Items (Supplement) → New Grand Total.
4. In the document list, only the current version shows by default, with a small breakdown of original + supplement.
5. Invoices always bill the current approved total.

• Every estimate has a unique private share link. Old or guessed links cannot be enumerated.
• The PDF is branded with your shop's logo and colors.

• The AI summary appears at the top of a lead and on the estimate, in the same place and style.
• Internal notes on an estimate behave like lead comments — they never go to the customer.
• Search in the estimates list always scrolls back to the top of results.

Desktop: sidebar → Estimates. Mobile: bottom tab → Estimates.