Taskrol feature
Diagnostic Fee Authorization for Appliance Repair
Let the customer acknowledge the diagnostic fee before troubleshooting begins — separate from approving the repair estimate later.
A common payment dispute begins after the technician has already diagnosed the appliance: the customer declines the repair and says there should be no charge because nothing was fixed. Taskrol moves the fee conversation to the start of the visit.
The technician can show the diagnostic authorization on site, give the customer a chance to ask questions, and collect a signature before troubleshooting. The dated acknowledgment and fee amount stay attached to the job and can appear on invoices created for that service call.
After the diagnosis, the same job can carry up to three estimates. The customer opens a link, picks the option they want, and signs it — that estimate becomes the invoice, while declined options stay on the job as Not selected.
Appliance Repair: Sign the Diagnostic Fee First, Then Let Him Pick the Estimate
The customer signs for the diagnostic fee before troubleshooting starts. After the diagnosis the job can carry up to three estimates — and the one he signs becomes the invoice, while the others stay on the job as a record of what was offered.
How it works
- Show the terms before diagnosis. The customer sees the diagnostic fee and that it remains due whether or not the repair estimate is later approved.
- Collect the signature on site. The technician records the customer's acknowledgment on the service job before beginning troubleshooting.
- Approve the repair separately. Diagnostic authorization does not authorize the repair. After diagnosis the same job can carry up to three estimates; the option the customer signs becomes the invoice, and declined options stay on the job as Not selected.
Fewer fee misunderstandings
Explain what the diagnostic visit covers before the work happens instead of negotiating the charge after the diagnosis is complete.
A record on the job
Keep the date, diagnostic fee, and customer signature with the service history where the office and technician can find it.
Visible on the invoice
Show the Diagnostic Authorization block on invoices for the job without making the customer sign the same acknowledgment again.
Independent of invoice files
Because the authorization belongs to the job, deleting or recreating an invoice does not remove the original signature.
Frequently asked questions
Is the diagnostic fee still due if the customer declines the repair?
The signed authorization states that the diagnostic fee remains due even when the repair estimate is declined. It creates a clear written acknowledgment, but it does not guarantee collection or a particular legal outcome.
Does diagnostic authorization approve the repair estimate?
No. It authorizes diagnostic troubleshooting and acknowledges the diagnostic fee. The repair scope and price require a separate estimate approval.
Where is the signature stored?
The signature, date, and diagnostic fee stay with the service job and can appear in the Diagnostic Authorization block on invoices created for that job.
What happens if an invoice is deleted and recreated?
The diagnostic authorization remains on the job, so recreating the invoice does not require the customer to repeat the original signature.
Is the included wording legal advice?
No. Taskrol provides a practical template and recordkeeping process. A business may ask its lawyer to review wording for its state, jurisdiction, and company policy.
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