Avunu auto repair vertical
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Shop Estimate Builder

On this page

Turns digital-inspection findings into a customer quote where the customer dynamically approves or declines individual jobs from the portal, and approved jobs populate the repair order.

Flow

  1. Service jobs (shop.service.job, Repairs ▸ Configuration ▸ Service Jobs): canned jobs with customer description, labor product + book hours, parts, and a price (fixed menu price or computed labor + parts). Each job can be linked from inspection recommended actions so findings price themselves.

  2. Build Estimate button on the repair order opens a wizard listing all unquoted findings with severity Today / Future / Attention / Failed State. The office manager picks which to quote, adjusts job/qty/price, and flags must-do items (defaulted for Today + Failed State findings).

  3. Generating the estimate creates/updates the visit's sale order (created through the core RO → quotation path, so existing parts/labor such as the diagnostic fee are on it too):

    • must-do findings → firm order lines (flat-rate job product);

    • everything else → optional products (sale.order.option), declined by default — the customer adds the ones they want from the portal quote page (core add_option route), then signs (require_signature is enabled) and pays per your sale portal settings.

  4. On order confirmation, each approved job explodes into the repair order: parts as add stock moves, labor as repair.service lines — both flagged shop_job_sale_line_id so they are not synced back to the sale order (the customer pays the flat-rate line; parts and hours are tracked at cost). A chatter summary of approved and declined jobs is posted on the repair order (liability trail).

Design notes

  • Flat-rate billing: the invoice comes from the job lines on the sale order; parts/labor cost tracking stays on the repair order. This mirrors the usual flat-rate shop practice (invoice = approved estimate, "ordered" policy).

  • The visit repair order is the master; job products are plain service products with create_repair unset, so confirming the quote never spawns duplicate repair orders.

  • Re-running the builder only offers findings not yet quoted. Once the quote is confirmed, supplemental findings need a follow-up quote (the wizard tells you so).

  • The option → line handoff propagates the job metadata via sale.order.option._get_values_to_add_to_order, so portal opt-ins explode exactly like back-office ones.