Tracker Setup
Set the review date and identify this declined / deferred work tracker.
Used to determine overdue follow-ups and open-work aging.
Scope: Use one row for one declined or deferred work item. The shop chooses the follow-up timing and status. This tool does not decide repair urgency, safety, customer authorization, or whether a customer should be contacted.
Declined & Deferred Work
Record the work that was not approved now, the current follow-up plan, and the outcome when the opportunity is resolved.
| Customer / Vehicle | Estimate / RO (optional) | Declined / Deferred Date | Recommended Work | Deferred Estimate Value | Advisor / Owner (optional) | Last Contact (optional) | Next Follow-Up (optional) | Status | Outcome Date | Recovered Work Value | Notes (optional) | Remove |
|---|
Up to 120 items per tracker. Keep Status as Open / Deferred while follow-up remains active.
Value logic: For consistent comparison, enter the customer-facing value of the deferred work before sales tax. Recovered / Approved means the customer later approved or booked the work; it does not mean the invoice has been paid. Recovered Work Value may differ from the original deferred estimate.
Tracker Notes
Record internal follow-up rules, campaign context, or other notes for this review period.
Tool Actions
No saved tracker loaded.
Declined & Deferred Work Results
See open deferred value, follow-ups that need attention, recovered work, aging, and advisor / owner workload.
Add declined or deferred work, then select Update Results.
Results will organize open opportunities, due follow-ups, aging, and recovered work value.
Open Opportunities0still active
Open Deferred Value$0.00original estimate value
Follow-Ups Due00 overdue · 0 today
Recovered Work Value$0.000 recovered items
Total Tracked Value$0.00
Tracked Items0
Closed Not Recovered Value$0.00
No Follow-Up Date0
Follow-Up Queue Open / Deferred items only
| Follow-Up | Next Follow-Up | Customer / Vehicle | Recommended Work | Deferred Value | Advisor / Owner | Last Contact |
|---|
Open Work Aging Days since declined / deferred date
0–30 Days$0.000 items
31–60 Days$0.000 items
61–90 Days$0.000 items
90+ Days$0.000 items
Advisor / Owner Summary
| Advisor / Owner | Open | Due | Open Value | Recovered | Recovered Value |
|---|
Deferred Work Detail
| Customer / Vehicle | Estimate / RO | Declined Date | Recommended Work | Deferred Value | Advisor / Owner | Last Contact | Next Follow-Up | Follow-Up | Status | Outcome Date | Recovered Value | Days Open | Notes |
|---|
This tracker organizes the dates, values, and outcomes you enter. It does not send messages, determine repair urgency or safety, create customer authorization, verify payment, or decide how frequently a customer should be contacted.