Name the work, then show the cost
Write line descriptions that explain what the shop proposes to do. A specific service description is more useful than a generic 'repair' label. Review quantities, unit prices and totals before sending so the customer can connect the proposed work with the amount they are being asked to approve.
Check who and what the estimate is for
Before sending, verify the customer, vehicle and recipient email. This matters when a customer owns several vehicles or when two customers have similar names. Reusing the correct record also keeps later service documents attached to the right history.
Keep delivery and acceptance separate
An estimate being sent tells the team it has been shared. It does not tell them the customer agreed. After discussing the work through your shop's normal process, record the customer's decision in GarageOS. If the proposed scope changes, clarify the revised work with the customer before proceeding.
Review the final invoice
Converting an estimate reduces re-entry, but the resulting draft still deserves a review. Confirm that its lines match the work being invoiced. Once payment has been received, record it against the invoice so the document and payment history tell a consistent story.