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How Do I Get Customers to Approve Extra Work Found on Their Bike Without Mechanics Chasing Them by Phone?

Bike shop mechanics find worn chains and cassettes, then wait for customers to answer. We send photo-backed approvals by text and record every reply.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

Extra work found on the stand stalls because approval depends on a phone call the customer does not answer. We build an approval step that sends a short message with photos and a price for each item, lets the customer approve item by item, and records the answer on the job.

The chain is worn and the customer is in a meeting

A mechanic has a bike on the stand for a standard service. The chain checker drops straight through, the cassette teeth are shark-finned and the brake pads are down to the metal. None of that was in the booking. The mechanic writes it on the tag and asks the counter to ring the customer.

The counter rings. Voicemail. They leave a message. The bike comes off the stand and goes to the back so the mechanic can start the next job. The customer rings back at four, speaks to someone else, and says yes to the chain but is not sure about the cassette. Tomorrow a different mechanic picks the bike up, reads 'rang customer' on the tag and has no idea what was agreed.

Approval depends on catching someone on the phone

Phone calls need both people free at the same moment. Customers at work do not answer unknown numbers, and when they call back they reach whoever is at the counter, who may not know the job. The explanation is second-hand, the customer cannot see the worn parts, and the answer is noted in a few words.

  • The customer cannot see what the mechanic sees, so they hesitate or say no.
  • Answers are taken by whoever picks up and noted briefly.
  • The bike leaves the stand while waiting, and has to be re-set later.
  • Partial approvals get muddled between items.
  • There is no record if the customer later disputes what they agreed.

Stalled bikes and awkward collections

Every bike waiting for approval is a bike taking a space and a mechanic losing the thread of a job. Put back on the stand later, it is set up twice. Bikes that miss their promised day because the customer did not answer turn into a complaint about the shop, not about the customer.

At collection, vague approvals turn into arguments. A customer who does not remember agreeing to a cassette will not be pleased to pay for it, and you often end up absorbing the cost. The opposite also happens: customers turn down work they would have agreed to if they had seen why it was needed.

Approvals with photos, sent as the mechanic finds the work

We add an approval step to your workshop process, working with your job cards or workshop software.

  1. The mechanic adds each extra item to the job from a picklist of your parts and labour, with a short reason and a photo taken on the workshop tablet.
  2. The system builds the price from your price list, so it is consistent whoever finds the work.
  3. The customer receives a text or email with a link showing each item, its photo, reason and price, and buttons to approve or decline each one.
  4. Their answers are written back to the job with the time, and the mechanic sees them straight away.
  5. If there is no reply after a set time, a reminder goes out, then a note for the counter to call. The call outcome is recorded in the same place.
  6. At collection the invoice matches exactly what was approved.
Item foundCustomer seesRecorded
Worn chainPhoto of chain checker and priceApproved at 11:42
Worn cassettePhoto of teeth and priceDeclined
Brake padsPhoto of pad thickness and priceApproved at 11:43

Customers can still ring if they prefer. The link is an easier route, not the only one.

Bikes that stay on the stand

Many customers answer a message within minutes when they can look at the evidence, so bikes can often stay on the stand while the mechanic carries on. The counter makes fewer calls. Collections go smoothly because the bill matches what the customer approved in writing. Declined items are recorded too, which is useful when the same bike returns later.

Consistent pricing is a quieter benefit. Every mechanic pulls from the same list, so a chain costs the same whoever finds it.

Is approval slowing your workshop?

  • Bikes come off the stand to wait for a customer's answer.
  • Approvals are taken by phone and noted in a few words on a tag.
  • You have had collection disputes about what was agreed.
  • Customers decline work they cannot see.
  • Different mechanics quote different prices for the same extra job.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Do customers need to download an app?

No. They open a link in a text or email on their phone and tap approve or decline.

Does this send messages from our shop's number?

Messages can go from a number or sender name that identifies your shop, using a service such as Twilio.

What if the customer wants to talk it through?

They can call as usual. The link includes your number, and the call outcome is recorded against the same item.

Will the prices come from our EPOS?

Where your EPOS allows it we read prices from it. Otherwise we hold a price list you can edit.

Keep reading

More on Problems We Solve

Start here

Tell us how your bike shop workshop really runs

Describe your shop: how many mechanics, how jobs are booked in, which till or EPOS you use and where things fall apart when spring arrives. We will tell you what we would build and what we would leave alone, and if a setting in the system you already pay for would fix it, we will say so.

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