---
title: Estimates & Approvals | MetaFleet Answer Hub
description: Estimates & Approvals
---

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1. [MetaFleet Answer Hub](https://support.metafleet.ai/)
2. [Estimates & Approvals](https://support.metafleet.ai/estimates-approvals)

# Estimates & Approvals

## Approval Gates

- [Understanding the Approval Gates](https://support.metafleet.ai/understanding-the-approval-gates)
- [Auto-Approval Threshold](https://support.metafleet.ai/auto-approval-threshold)
- [Configure Approval Options](https://support.metafleet.ai/configure-approval-options)

## Estimates

- [Build and Send an Estimate on a Service Order](https://support.metafleet.ai/build-and-send-an-estimate)
- [Review and Approve or Reject an Estimate as a Manager](https://support.metafleet.ai/manager-review-and-reject-an-estimate)
- [Approve or Decline an Estimate](https://support.metafleet.ai/approve-or-decline-an-estimate)
- [Create and Send an Estimate Without a Service Order](https://support.metafleet.ai/create-an-estimate-without-a-service-order)
- [Send an Estimate for Approval When It's Under the Threshold](https://support.metafleet.ai/send-an-estimate-for-approval-under-the-threshold)

## Invoices

- [Approve and Send an Invoice](https://support.metafleet.ai/approve-and-send-an-invoice)
- [Declined Lines on the Invoice](https://support.metafleet.ai/declined-lines-on-the-invoice)
- [Review and Pay an Invoice](https://support.metafleet.ai/review-and-pay-an-invoice)
- [Handle an Invoice That Changed After Sending](https://support.metafleet.ai/invoice-changed-after-sending)

## Billing

- [Late Fees and Interest on Overdue Invoices](https://support.metafleet.ai/late-fees-and-interest-on-overdue-invoices)
- [Place and Manage a Card Hold on a Service Order](https://support.metafleet.ai/card-holds-on-service-orders)
- [Record a Payment and Apply Customer Credit](https://support.metafleet.ai/record-payments-and-customer-credit)
- [Find and Collect Unpaid Invoices in the Billing Hub](https://support.metafleet.ai/use-the-billing-hub)

- [Start Here](https://support.metafleet.ai/start-here)
- [Companies & Contacts](https://support.metafleet.ai/companies-contacts#main-content)

    - [Create/Edit Companies](https://support.metafleet.ai/companies-contacts#create-edit-companies)
    - [Contacts](https://support.metafleet.ai/companies-contacts#contacts)
    - [Vehicles](https://support.metafleet.ai/companies-contacts#vehicles)
- [Work Intake (Requests & Service Orders)](https://support.metafleet.ai/work-intake-requests-service-orders#main-content)

    - [Creating Service Orders](https://support.metafleet.ai/work-intake-requests-service-orders#creating-service-orders)
    - [Customer & Partner Requests](https://support.metafleet.ai/work-intake-requests-service-orders#customer-partner-requests)
    - [Reference](https://support.metafleet.ai/work-intake-requests-service-orders#reference)
    - [Customer Portal](https://support.metafleet.ai/work-intake-requests-service-orders#customer-portal)
- [Estimates & Approvals](https://support.metafleet.ai/estimates-approvals#main-content)

    - [Approval Gates](https://support.metafleet.ai/estimates-approvals#approval-gates)
    - [Estimates](https://support.metafleet.ai/estimates-approvals#estimates)
    - [Invoices](https://support.metafleet.ai/estimates-approvals#invoices)
    - [Billing](https://support.metafleet.ai/estimates-approvals#billing)
- [Parts, Inventory & Vendors](https://support.metafleet.ai/parts-inventory-vendors#main-content)

    - [Add Parts & Kits](https://support.metafleet.ai/parts-inventory-vendors#add-parts-kits)
    - [Stock & Counts](https://support.metafleet.ai/parts-inventory-vendors#stock-counts)
    - [Locations & Bins](https://support.metafleet.ai/parts-inventory-vendors#locations-bins)
    - [Purchase Orders](https://support.metafleet.ai/parts-inventory-vendors#purchase-orders)
    - [Parts Catalog](https://support.metafleet.ai/parts-inventory-vendors#parts-catalog)
    - [Vendors & Manufacturers](https://support.metafleet.ai/parts-inventory-vendors#vendors-manufacturers)
    - [Pricing](https://support.metafleet.ai/parts-inventory-vendors#pricing)
    - [Service Vehicles](https://support.metafleet.ai/parts-inventory-vendors#service-vehicles)
    - [Sourcing & Hand-Off](https://support.metafleet.ai/parts-inventory-vendors#sourcing-hand-off)
    - [Part Numbers](https://support.metafleet.ai/parts-inventory-vendors#part-numbers)
    - [Notifications](https://support.metafleet.ai/parts-inventory-vendors#notifications)
    - [Reports](https://support.metafleet.ai/parts-inventory-vendors#reports)
- [Invoicing & Payments](https://support.metafleet.ai/invoicing-payments)
- [Dispatch & Scheduling](https://support.metafleet.ai/dispatch-scheduling#main-content)

    - [Preventative Maintenance](https://support.metafleet.ai/dispatch-scheduling#preventative-maintenance)
    - [Technician Assignment](https://support.metafleet.ai/dispatch-scheduling#technician-assignment)
    - [Scheduling & Calendar](https://support.metafleet.ai/dispatch-scheduling#scheduling-calendar)
    - [Technician Schedule](https://support.metafleet.ai/dispatch-scheduling#technician-schedule)
- [Technicians & Mobile App](https://support.metafleet.ai/technicians-mobile-app#main-content)

    - [Time Tracking](https://support.metafleet.ai/technicians-mobile-app#time-tracking)
    - [Tech Workflow](https://support.metafleet.ai/technicians-mobile-app#tech-workflow)
    - [Evidence & Photos](https://support.metafleet.ai/technicians-mobile-app#evidence-photos)
    - [AI Assistant](https://support.metafleet.ai/technicians-mobile-app#ai-assistant)
- [Alerts, Alarms & Notifications](https://support.metafleet.ai/alerts-alarms-notifications#main-content)

    - [Email/SMS/App Settings](https://support.metafleet.ai/alerts-alarms-notifications#email-sms-app-settings)
- [Reporting & Dashboards](https://support.metafleet.ai/reporting-dashboards)
- [Admin & Settings](https://support.metafleet.ai/admin-settings#main-content)

    - [Rates & Fees](https://support.metafleet.ai/admin-settings#rates-fees)
    - [Branding](https://support.metafleet.ai/admin-settings#branding)
    - [Roles, Permissions & Users](https://support.metafleet.ai/admin-settings#roles-permissions-users)
    - [Service Areas](https://support.metafleet.ai/admin-settings#service-areas)
    - [Workflows](https://support.metafleet.ai/admin-settings#workflows)
    - [Taxes](https://support.metafleet.ai/admin-settings#taxes)
    - [Integrations](https://support.metafleet.ai/admin-settings#integrations)
- [Integrations](https://support.metafleet.ai/integrations#main-content)

    - [Phone Setup](https://support.metafleet.ai/integrations#phone-setup)
    - [AI Assistant Access](https://support.metafleet.ai/integrations#ai-assistant-access)
    - [QuickBooks](https://support.metafleet.ai/integrations#quickbooks)
- [Getting Around](https://support.metafleet.ai/getting-around#main-content)

    - [Search & Command Bar](https://support.metafleet.ai/getting-around#search-command-bar)

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