8.2. Work authorization generating and signing

The software greatly simplifies and speeds up the process of signing Work authorization forms by the customer. In addition there is no need to print out the form and time-consuming manual filling.

Whenever a new case is created in the system (whether manually or imported automatically from a third-party estimating software), if the customers's contact details are available, EstVis automatically generates a PDF file with a Work authorization form pre-filled with all available customer and vehicle data, such as: first and last name, cell phone number, email, address, vehicle make, model, year and VIN, claim number etc.

The customer is sent a link to the generated web page where he can read and sign the form or make the necessary changes to the data of the pre-filled form and sign it.

After that in the folder containing all the documentation for a particular vehicle, a PDF file with the Work authorization form signed by the customer is saved.

Thus in the process of dropping off the vehicle, the customer only needs to hand over the vehicle keys.

The Work authorization form can also be generated in EstVis mobile client and filled in 'on the fly' by the bodyshop staff in coordination with the customer.