From Manual to Intelligent

From
Manual
Intelligent
Intelligent

A fleet coordinator opens the estimate, checks each line against pricing, warranty, and policy, then chases the shop with questions.

Agents review every estimate against your rules, approve what's clean, flag what isn't, and keep the shop and your fleet team in the loop.

Handwritten checklist: pricing looked up, warranty unknown, your rules skippedTime in review: Day 2, waiting on a shop callbackPaper repair estimate #4471 for van 2487 with handwritten notes, AC repair circledPost-it: Call Precision Auto re: van 2487. ETA??Post-it: Chase AC quote, still no callbackPost-it: Van 1192 day 3 at the shop, follow upPost-it: Approve est #4471 before FriPost-it: Mike at Precision phone numberPost-it: Pay invoice #8832, late?
Estimate Audit Agent
Today · 4 estimates in
Reviewing 4 estimates
Review complete
#4472 · Truck 0318
Eastside Auto Care
$412.50
Queued
Reviewing…
Auto-approved
#4480 · Sedan 0742
Lakeside Collision
$638.90
Queued
Reviewing…
Auto-approved
#4483 · Box truck 0911
Northgate Diesel
$2,105.00
Queued
Reviewing…
Auto-approved
#4471 · Van 2487
Precision Auto Body
Checking 4 lines against your rules…
AC repair flagged → agent contacting shop
Revised quote received → approved
$994.00
$994.00
Queued
Reviewing…
Flagged
Auto-approved
Checking every line against your pricing, warranty, and rules
3 auto-approved · 1 sent to you
Checked against your pricing, warranty, and rules
Approved
$3,156.40
Shop Follow-Up Agent
Van 2487 · Precision Auto Body
Contacting shop
Shop replied
Agent  •  Today 12:34 PM
Hey Mike, the AC repair on van 2487 came in above the fleet's pricing rules. Can you send a revised quote?
Mike
Mike  •  Today 12:36 PM
Sure thing, revised quote coming over now. Van should be ready by tomorrow.
Mike
Agent  •  Today 12:37 PM
Thanks, Mike. I'll update the fleet team in the portal.
Mike
Mike  •  Today 12:38 PM
Just sent the revised quote over. Thanks!
Mike
Approved
In repair
Ready tomorrow
Picked up