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Written Repair Authorization from Phone or Text Consent

Turns a customer's phone or text approval into a clean written authorization record for the repair order.

Auto repairAuto and Transport✓ Checkedv1.1

Before and after

BEFORE · what the owner typed

ok so Mrs Almeida called around 2:40 today Tuesday, she has the 2016 Toyota Camry, RO 20418. we had quoted her brake pads and rotors front only, 486.50. while we were in there tech found a leaking power steering hose, 212.00 for hose and fluid and labor. she said yes to the brakes and the hose but no to the cabin air filter, 38.00, said she'd do it herself. i took the call, Albert. she said dont go over 750 without calling her. she is the one on the RO. tax is already in those numbers. originally she approved just the brakes by text this morning, she texted 'yes do the front brakes thanks' at 9:12

AFTER · what the skill produced

Repair Authorization Record

Customer: Mrs. Almeida
Vehicle: 2016 Toyota Camry
Repair order: 20418
Approver: Mrs. Almeida (the customer on the repair order)
Taken by: Albert

Approval 1: Text message
Date and time: Today (Tuesday), 9:12 AM
Customer's exact words: "yes do the front brakes thanks"
Approved:

Front brake pads and rotors: $486.50
Total approved at this point: $486.50 (tax included, per the shop's quote)

Approval 2: Phone call (change after work started)
Date and time: Today (Tuesday), about 2:40 PM
Shop's note of the call (not a word-for-word transcript): Mrs. Almeida called the shop and Albert took the call. She approved the power steering hose repair and declined the cabin air filter.
Approved:

Power steering hose, fluid, and labor: $212.00

Earlier approved total: $486.50
Added work: $212.00
New approved total: $698.50 (tax included, per the shop's quote)

This approval is above the earlier estimate. The owner did not say whether Mrs. Almeida was told about the added work and its price before she approved.

Declined:

Cabin air filter, $38.00. Customer said she will do it herself.

Customer limit: Do not go over $750 without calling her first. Current approved total of $698.50 is $51.50 under that limit.

Open items:

Confirm whether Mrs. Almeida was told about the power steering hose and its $212.00 price before she approved it, and add that to the record.
The 9:12 AM text was received before the hose was found, so that text covers only the brakes.
No written reply yet to the confirmation message below.
Please confirm locally how long the shop must keep approval records and whether a signed form is required.

Confirmation message to send
Hi Mrs. Almeida, this is Albert at the shop. Thanks for the call today. Here is what you approved on your 2016 Camry (RO 20418):

Front brake pads and rotors: $486.50
Power steering hose, fluid, and labor: $212.00
Total: $698.50, tax included.
You asked us not to go over $750 without calling you first. You are doing the cabin air filter yourself, so we have left that off. If anything here looks wrong, please reply and let us know.

What it does

Turns a customer's phone or text approval into a clean written authorization record for the repair order. It also writes a short confirmation message the shop can send back, so the customer can see exactly what they approved.

Use it when: Use when an auto repair shop needs to write down a customer's approval given by phone call or text, such as "log this approval," "customer okayed it over the phone," "write up the authorization," or "document that they said yes to the extra work."