Feature: customer approvals
Digital quote approvals, line by line
Send a quote as a private, expiring link by SMS or email. The customer sees each line with photos from the inspection, then approves everything or only the items they want. Approved lines go straight onto the job and reserve parts. Declined lines are saved against the vehicle with a follow-up date. Every view and approval is time-stamped on the customer timeline.
Early access: BayAutomate is onboarding Australian workshops now. Anything marked Coming soon or Planned isn't available yet. Everything else is included on every plan.
Privacy and security
- Each link is a long random token, expires, and is never indexed by search engines.
- Customers don't need an account or password.
- Approval links never appear in analytics.
Status of what's on this page
| Capability | Status |
|---|---|
| Quotes and online approvals Quote lines with margin shown, a secure link for the customer, line-by-line approval, declined work kept for later. | Included |
| Parts reservations and purchase-order drafts Approved work reserves stock and drafts purchase orders for shortfalls. Partial receipts and backorders tracked. | Included |
| Customer timeline (mini CRM) Every booking, quote, approval, job, invoice, payment, message and note on one customer and vehicle history. | Included |
| Real SMS and email sending Built with consent and opt-out handling; real delivery is switched on at launch. | Coming soon |
Checked 8 November 2026.
Questions
Can a customer approve only part of a quote?
Yes. Partial approval is the default. Each line is approved or declined on its own.
Are approval messages sent today?
During early access, messages are simulated. You can copy the link and send it yourself.
What does the customer see?
Your workshop name, the vehicle, each line with price and any photos, and an approve or decline choice per line.