"Keep body-shop estimate follow-up separate from insurer authorization"
"Source","https://bluefinchadvisors.com/blog/keep-body-shop-estimate-follow-up-separate-from-insurer-authorization"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Current repair and estimate version","Customer decision status","Customer authorization source reference","Payer-review question and reference","Next decision-review owner","Internal review date","Next evidence or customer question","Missing required fields"
"RO-B17/Estimate-v2","Customer scope review pending","","Payer-document-question-17","Estimator-A","2026-10-16","Review the current scope question with its source","None"
"RO-B22/Estimate-v3","Customer authorization recorded","","Payer-review-reference-22","Authorization-reviewer","2026-10-17","Find and inspect the actual customer authorization evidence","Customer authorization source reference"

"Use this worksheet"
"Fictional examples. Use internal codes, not customer, claim or vehicle personal information."
"Filled fields need review against authorized source records."
"No message, authorization, repair release, website change or CRM update occurs."
"Reload clears changes. Download to approved business storage."

"Sources"
"California BAR: State-specific repair documentation and customer authorization","https://www.bar.ca.gov/wir"
"FTC: Repair estimates, records and written warranty terms","https://consumer.ftc.gov/articles/auto-repair-basics"
"HubSpot: Task owners, due dates and associated records","https://knowledge.hubspot.com/tasks/create-tasks"