Customer approvals

Make approvals, invoices, and follow-ups easier to say yes to.

Customers get a clean portal. Shops get signed decisions, approval totals, proof records, invoice visibility, card consent, and declined-work follow-up paths.

TorqueLedger customer approval and invoice review screen.

Approval flow

Less chasing, cleaner proof.

Approve or decline lines

Customers can approve, decline, or decide later on recommended work without confusing the invoice.

Typed signature proof

Approval records store customer decisions, signature, consent, timestamp, and privacy-safe audit metadata.

Invoice portal

Customer-facing invoice pages include shop branding, totals, payment context, and print/save paths.

Card-on-file consent

Collect authorization for processor-vaulted card setup without storing raw card data in TorqueLedger.

Declined-work recovery

Turn declined estimate lines into follow-ups instead of letting future work disappear.

Outbox controls

Queued, sent, failed, retried, and manually handled customer communications stay visible for staff.

Start approvals

Give customers a cleaner yes/no path.

Reserve a package and we will map approvals, invoices, messaging, and payment setup.

Approval workflow

Make customer decisions easier to document.

Customer approvals work best when the advisor can show the finding, recommendation, price, risk level, and next step in one clean handoff. TorqueLedger is designed to keep those choices attached to the repair order, vehicle, customer account, invoice, and follow-up queue so the counter does not have to rebuild context after every call.

The same record can support a signed estimate decision, declined-work reminder, payment conversation, and future service review.

Workflow note

How this page fits the shop workflow.

TorqueLedger pages are organized around practical service-counter work: finding the customer, opening the vehicle record, documenting the inspection, explaining the estimate, recording the approval decision, creating the invoice, collecting payment, and queuing the follow-up. That structure helps a small repair shop keep daily work moving without losing owner visibility.

Use this page as one part of the operating map. The related feature, approval, invoice, payment, onboarding, and reporting pages show how each action connects back to the same customer and repair order record.

Workflow library

New checklists for the problems that leak time and money.

TorqueLedger now has practical guides for parts margin leakage, customer approval proof, no-show appointment policy, and shop workflow checklists.