Preserve the customer's reported concern and the specific vehicle identity, then separate inspection findings from the work the customer authorizes. Present the proposed labour, parts and outside services as a reviewed estimate. Carry accepted items into the job while keeping declined or deferred recommendations visible without treating them as billable work.
Understand the decision
A customer may authorize diagnosis of a noise but decline some recommendations after inspection. The adviser needs to explain the difference between the initial request, discovered findings and selected repair. The chosen Odoo design should support that evidence without claiming that generic repair stages replace specialist workshop controls.
Work through the requirements
- Identify the vehicle and reported concern.
- Separate findings from accepted repair items.
- Record declined and deferred recommendations.
| Record or decision | Why it matters |
|---|---|
| Vehicle intake | Preserves identity and initial customer concern. |
| Inspection findings | Records observations for responsible review. |
| Accepted estimate | Defines the authorized labour and parts. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
Automatically converting every inspection finding into a sales line can blur recommendation and authorization. Preserve the customer's selection and make the accepted scope clear to both technicians and the person reviewing the invoice before release.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Automotive repair businesses in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: processing repair orders ↗Odoo 19: sales quotations and invoicing methods ↗Odoo 19: timesheet configuration and recording ↗