Body Shop Estimate & Insurance Claims Coordination
A done-for-you automotive automation built for the Body Shop Manager, connecting DocuSign and Slack so the work below happens on its own.
What this automation does, step by step
Once a repair estimate is prepared in the body shop, it's automatically sent to the customer for review and, at the same time, submitted directly to their insurance claims adjuster, cutting out the delay that used to come from a body shop manager manually faxing or emailing the same estimate to two separate parties on two separate timelines.
Adjuster approvals and any requested revisions flow back into the same estimate automatically, so a supplement doesn't sit waiting in an inbox, and the whole approval cycle that used to take several days routinely closes within one.
- Shop management software (e.g., Tekmetric or Shop-Ware)
- Zapier or Make.com
- DocuSign (digital estimate approval)
- Email or Slack (funding status alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a body shop manager manually pieces together information from different places, then has to relay it to everyone who needs it. It's the kind of work that quietly eats hours every week.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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