Workflow
Inspection findings become the quote
Technicians record pass, monitor or fail with measurements and photos. Every fail and monitor item becomes a suggested quote line with labour and parts from your templates. The adviser checks the price and margin and sends one link, and the customer approves line by line.
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.
Step by step
- The technician runs the inspection template on a phone.
- Fail and monitor items, with photos, are suggested as quote lines.
- The adviser adjusts price and margin (cost, sell, margin and GST are shown on every line).
- Send the approval link. The customer approves some or all lines.
- Declined items are saved on the vehicle with a follow-up date.
Status of what's on this page
| Capability | Status |
|---|---|
| Digital vehicle inspections Phone inspections with photos, measurements and traffic-light findings that turn straight into quote lines. | Included |
| 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 |
| Follow-ups, reminders and re-marketing Service reminders, quote chasing, declined-work follow-ups, win-back journeys, campaigns and attribution. Real SMS/email delivery is coming soon (see Email and SMS). | Included |
Checked 8 November 2026.
Questions
Do photos go to the customer?
Yes. Photos attached to findings appear with the matching quote line on the approval page.
Can I change the suggested price?
Yes. Suggestions use your templates, and the adviser can change any line before sending.