Share vehicle progress or inspection findings

Tracking and inspection links let a customer see information about their visit without a staff account. Choose the link that matches what you want to explain.

Share progress

1. Open the correct work order and verify the customer and phone number.
2. Review the current status and any information intended for the customer.
3. Use Send Tracking Link.
4. Read the result carefully. The link may be sent through WhatsApp or copied for you to send manually.

If the customer has no phone number or WhatsApp fails, a copied link is not a delivered message. Paste it into the conversation with the correct customer yourself.

Share an inspection

1. Open the inspection and check its findings, readings and photos.
2. Save the recorded work and select Share with customer.
3. Review the sharing prompt and use the offered customer message or link.
4. Explain any flagged items in language the customer can understand. Use an estimate for the proposed price and work.

Anyone with a shared link can open its customer-facing content. Check that photographs contain only information appropriate for the vehicle owner before sharing. Avoid sending a link into a group conversation unless that is intentional.

What happens next

The customer can review progress or findings. Opening a tracking or inspection link does not automatically pay an invoice or authorise every proposed repair. Estimate approval is a separate workflow.

Troubleshooting

• A missing share action can mean your account lacks tracking or inspection-sharing permission.
• If the customer sees the wrong vehicle, stop using the link and verify the work order and contact before sending another.
• If the page is unavailable, ask staff to reopen the source record and obtain the appropriate current link.

Related articles

• Inspect a vehicle
• Create and send an estimate
• Email, WhatsApp and link problems