Solution
Approvals in minutes, not phone tag.
How it works
Step by step.
- Estimate sent. A link, no login.
- Line by line. Approve or decline each line.
- Guardrail. Unapproved lines stay off the invoice.
- Status. Texts and ETA emails.
Why approvals stall
Approvals stall when the fleet manager gets a phone call with no detail, cannot see photos, or must approve all or nothing. Line-level approval with the technician's findings and photos lets a manager say yes to the safety items and defer the rest.
Approval bypass for trusted accounts
Each customer can have a dollar threshold: estimates at or under it are approved automatically, and larger ones go to the fleet for sign-off. For account customers who have pre-authorized work, staff can skip the approval step on a job.
Questions
Can a fleet approve part of an estimate?
Yes, line by line.
Can small repairs skip approval?
Yes. Estimates at or under the customer's dollar threshold are approved automatically.
Does the fleet need an account?
Estimate links work without a login; the portal adds history.
Related
Estimates Fleet customer portal Repair estimate template
Product facts from MetaFleet public pages: metafleet.ai billing and payments, the MetaFleet product feature list (confirmed by MetaFleet), read 2026-10-30. Features change; confirm on a walkthrough.
Get a walkthrough
See it on one of your own jobs
Bring a real repair order. We will run it through MetaFleet live.