How a customer denies an estimate
Denying closes the quote. It does not create a work authorization, and it does not send the job to the next step by itself.
Sign in as the customer and open My Estimates.
On the pending estimate, choose Deny Estimate, sign in the box, and choose Sign and deny.
The quote is closed and the job status becomes Denied Estimate. No work authorization is created.
The shop, a manager, and the assigned technician get a notification flag that says the denial needs a look. The flag does not approve, deny, or move the job.
A person at the shop can open the work order and reissue the estimate if they want to send a new quote.
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