Try the decision path
FINDING FIRST. APPROVAL BEFORE EXTRA WORK.
01$165
Brake assessment
Separate assessment to establish the professional response
02$45
Replace cabin filter
Only if the vehicle requirement and condition support it
03Follow up
Follow up visit
Arrange a suitable window for an open finding
0 items approved in this exampleChoose what you would do with each item.
Separate observation from action.
The example starts with a documented finding. The customer can ask for assessment, approve an item, defer it with a follow up or decline it.
Every choice has a record.
The selected decision changes the example visit summary and remains tied to the item. A note is not treated as permission to add charges.
Scope changes stay explainable.
If the work changes, the next proposal explains the reason, timing and charges before the changed work is considered.
THE PRACTICAL OUTCOME
A work decision that is visible, reversible in the demo and easy to explain.