The Recommendations feature in webSAM is a great way to ensure that customers are informed of any potential repairs needed for their vehicle. 


This feature enables mechanics to record recommended repairs and notify the front office staff, who can easily convert the recommendation to an Estimate (quote) for the customer. 


Photos can be taken to support the repair recommendations and added to the “recommendation” either through the mobile app or using a web browser on a desktop computer. The photos added will be displayed on the digital estimate sent to the customer.  


The recommendations feature can be used within the Technician Web App, optimised for mobile devices, or using a browser on a larger device (PC, Mac etc).


To use Recommendations in webSAM, you'll need to know how to use estimates and jobs in webSAM, to read more on this, see:


But if you're good to go, use the Links below to jump to the appropriate instructions:


For instructions on adding Recommendations on a mobile device using the Technician Web App please see [webSAM] Adding Recommendations using the Mobile Web App



Adding Recommendations Using a Desktop Computer / Browser


On the Job Maintenance screen, click the Recommendations icon shown below:

This will open the Recommendations menu:

Click New Recommendation to start creating the recommendation:


Add a Description by typing into the field directly or click the dropdown to select from existing Job Descriptions.


You can detail the recommended work in the Notes field.


Click Upload to add an image, this will show the following prompt where you can either drag and drop an image to upload it or click the option to Select the photos to import which will allow you to browse your computer and select the required image.



Important Info on Images in webSAM - We do not maintain backups of your images. So please keep your own copies of images as a back up. Any images stored in webSAM may be compressed and resized automatically.

Click Save on the New Recommendation screen when you've finished adding images and you will see the recommendation listed on the Recommendations menu:



You can add more Recommendations if you require any time until you use the option to Create Estimate, explained here: [webSAM] Convert a Recommendation to an Estimate



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