Share a repair by email or text

Send a repair to the customer or the insurer by email, text message, or both.

• Send by email
• Choose what to send
• Send by text message
• Add a note and files
• Check that it arrived
• Get a PDF
• If something goes wrong

Before you start

• The Share tab shows when the status is Ready to Send or Portal Sent.

Send by email

1. Open the repair.
2. Click Send Portal at the top of the page. If it is not there, click the Share tab.
3. Click the Add recipient box. A list opens.
4. Click the customer, marked Vehicle Owner. If no list opens, or the customer is not there, type their name and pick them.
5. Click Share. It is below Documentation, on the right.

A message says Sending. Check Shared With for delivery. The customer gets an email with a link to the repair. The status changes to Portal Sent.

To add anyone else, type their email in the same box and press Enter.

Choose what to send

The Share tab has two choices at the top.

• Send documentation and portal access is already picked. It sends a link to the whole repair, plus any files you add.
• Send documentation sends an email with links to the files you add. The email has no link to the repair. Add at least one file first. See Add a note and files. The status does not change. Nothing shows in Shared with.

Send by text message

1. Open the repair.
2. Click the Share tab.
3. Click the Add recipient box.
4. Pick the customer. If they are not there, type their name and pick them.
5. On the customer's card, click SMS. For email too, click Both instead.
6. If the Enable SMS window opens, tick Recipient agreed to receive text messages (confirmed during intake/drop-off).
7. In the same window, click Save. The card now says SMS consent attested.
8. Click Share.

The customer gets a text with a link. They can reply STOP to stop texts and START to get them again.

You can only text a saved contact who has a mobile number. To add a number, click the pencil on the customer's card.

If the SMS button is grey, the person has no mobile number saved, or has stopped texts. Send by email.

Add a note and files

Do this before you click Share.

• Type a note for the customer in Message.
• Click Upload from Device. Pick a file from your computer or phone.
• Click Add from Repair Documentation. Pick files from the repair, then click Add.

The two buttons are under Documentation.

Untick Include AI summary to leave the summary out.

Check that it arrived

Find the Shared with list. It is lower on the page. On a computer, its columns are Recipient, Channel, Status and Sent.

Each line shows one of these statuses.

A line may show Send update or Try again. These only put the person's card back at the top. You must click Share to send.

Click the three dots on a line. You see two choices.

• Copy link copies that person's link.
• Revoke link turns that one link off.

Get a PDF

1. Click PDF Packet at the top of the page. On a phone, tap the three dots at the top right first.
2. Tick what to include.
3. Click Download.
4. When the PDF is ready, click PDF Packet again. A page opens.
5. Click the button to the right of the file name.

On a phone, PDF Packet is in the three dots at the top right. In the same three dots, Download Archive lets you save the files as a zip file.

If something goes wrong

You do not see the Share tab. The status is not Ready to Send or Portal Sent. See Send a repair for review.

The Share button is grey. Check these:

• Nobody is added yet.
• You picked Send documentation but added no file.
• You see Generating AI summary… Wait, or untick Include AI summary.

The card says Opted out — SMS blocked. The customer replied STOP. You cannot text them until they reply START. Send by email.

What to do next

Next, see After you share: what the customer sees and how replies reach you.

Stuck?

Click Help in the menu to send us a message. You can also email help@collisionclarity.com.