Services are considered deferred when one of the following occurs:

• Deferred service triggers when the order is invoiced:
  • Services that were marked “recommended” and not authorized by the customer (or by the shop on the customer’s behalf)
  • Services that were declined by the customer (or by the shop on the customer’s behalf)
  • Services that were never authorized
• Deferred service triggers when an estimate is archived:
  • Services that were marked “recommended” and not authorized by the customer (or by the shop on the customer’s behalf)
  • Services that were declined by the customer (or by the shop on the customer’s behalf)
  • Services that were never authorized

Deferred Services on an Estimate

Within an estimate, select Suggestions to view services previously declined by that customer.

In the Service section, view and add any previously declined services to the estimate. Select the + icon to add service(s) to the estimate.

Pro-Tip: Recommend services that the customer previously declined to increase the number of services performed in your shop.

View Previously Declined Services for a Customer

To view services that a specific customer declined, navigate to the customer list page.

Select the customer or vehicle that you’d like to view the deferred services for and select the Deferred menu.

Create a new estimate for a deferred service directly from the customer page.

Select + Add New Estimate on the deferred service.

Deferred Services Report

View deferred services data in your shop by date, customer, and customer type with the Deferred Services by Customer Report.

Check out this video to see how you can easily track customer authorization and deferred services. Use this information to set up a campaign to bring those customers back to your shop.

Related Articles

• Recommend Services on an Estimate

• Lists Page

• Add & Remove Services on Estimates

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