Additional Services Customization

Configure the text and list of add-on services your bodyshop offers to customers on the automated offer page.

Overview

The Additional Services page lets you create and customize a public page where customers can review and accept optional services offered by your shop. A link to this page is sent automatically to customers when the SendAdditionalOffer automated action is triggered.

Learn more about Automated Actions.

Where to find the settings

Open the Settings page.
In the left menu select Services For Sale.

If you manage more than one bodyshop, first select the specific shop from the dropdown in the top-left corner of the screen.

Page content fields

The Settings page allows you to change the textual content that appears on the public Additional Services page. The available text fields are:

Page title – page title shown in the browser and at the top of the page.
Page header – main header shown on the page.
Page body – primary message or body text explaining the services to the customer.
Page footer – footer text shown after the service list (for total, terms, notes, or contact instructions).

All text fields support EstVis template variables. See Template variables for a list of available placeholders.

Manage the services list

Below the page content fields you will find the list of additional services your shop offers. Use this area to add, edit, or remove items that customers can select on the public page.

To edit a service name or price: click the corresponding field in the list and type the new text or numeric value.
Price format: enter the amount in dollars (for example: 49.99). Do not include the currency symbol when typing the numeric value.
To add a new service: click the + button located below the services list.
To remove a service: click the – button in the service row on the right.

Prices shown on the Additional Services page are informational. Adding or editing services here does not automatically change existing estimates or invoices. If you need a service added to a case, update the case parts/labors or estimate separately in the Workflow app.

Save your changes

After you finish editing the text and the services list, click Save at the bottom of the page to apply changes. Saved content will be used the next time the SendAdditionalOffer action sends the customer the offer link.

Test your configuration by triggering the automated action for a test case or by sending a manual message that includes the additional-offer link.

Troubleshooting

If customers report seeing outdated text or prices, confirm you clicked Save and then resend the SendAdditionalOffer action for a fresh link.
If template variables are not resolving correctly, verify the variable names and that the source case contains the corresponding data.
For multi-shop accounts, make sure you edited the settings for the correct shop in the top-left dropdown.