Part 1: Sending an Estimate
When you create an estimate and send it to the customer, they receive an email from notification@easytruckshop.com with the subject "Service Estimate #XXXX."
The email contains:
Your shop name at the top
The estimate number, customer name, and total amount
The estimate PDF attached — this is the full document showing all line items, labor, parts, fees, recommendations, tax, and totals
That's it. The customer receives the estimate for their review. There is no approve/decline button in this email. It is purely informational — they can see exactly what the job entails and what it will cost.
Part 2: Sending an Authorization Request (E-Signature)
Authorization is a separate action from sending the estimate. When you are ready to have the customer formally approve the work, you click the Authorization button (shown in purple) inside the estimate in ETS. This sends a second email to the customer.
The customer receives an email with the subject "E-Signature Request for Service Estimate #XXXX."
The email contains:
The estimate number
A message letting them know their signature is requested to authorize the service
A "Review and Authorize" button
When the customer clicks that button, they are taken to a page where they can enter their name and provide their e-signature to formally approve the work. Once signed, ETS stores a copy of that signature on the work order for your records.
The Difference at a Glance
Estimate email — shows the customer what the job includes and what it costs. Informational only. Triggered when you click Send/Email on the estimate.
Authorization email — requests the customer's formal e-signature to approve the work. Triggered separately when you click the Authorization button on the estimate. The signed authorization is stored on the work order.
Frequently Asked Questions
Q: Does the customer have to sign the authorization before I can start work?
The authorization is separate from the estimate workflow — you can proceed with work without it. However, collecting a signed authorization before starting is best practice as it gives you a documented record that the customer approved the service.
Q: Where can I see the customer's signature after they sign?
The signed authorization is stored on the work order in ETS. Go to the estimate or service order and look for the Authorization section to view or download the signed copy. (See GIF)
Q: Can I send the authorization without sending the estimate first?
Yes — the authorization button is available on the estimate regardless of whether you have already emailed the estimate PDF to the customer.
Q: What if the customer doesn't receive either email?
Ask them to check their spam folder. Emails come from notification@easytruckshop.com. Verify the email address on their customer profile and resend.