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Current WrenchDay interface · identifying demo fields removed where present What it supports How the workflow moves
← All featuresCustomer Retention
Deferred Work Tracking
Deferred work turns declined estimate lines into a follow-up ledger instead of letting future recommended work disappear after today’s visit.
Built for the work around this feature.
- Declined and deferred recommendation tracking
- Return date, urgency, mileage, and reason context
- Conversion into a follow-up appointment and estimate
- 01
Customer declines or defers a recommendation.
- 02
Track the follow-up status and recommended return date.
- 03
Convert the item into a new estimate when the customer is ready.
01
Uses a dedicated deferred-work ledger
02
Supports post-service automation follow-up
03
Keeps retention tied to actual declined work