TRUE LEGACY AUTO SOLUTIONS
Your workspace
Development only · Use fictional customers and sample documents. Live customer intake remains disabled.
PRIVATE ACCESS
Sign in to review your work
Your business email, password, and authenticator code protect customer records.
Private owner access. Use your activated business account and existing authenticator.
SECOND VERIFICATION
Enter your authenticator code
Open your authenticator app and enter the six-digit code.
Use a setup key instead
Keep this setup key private. Add it to your authenticator app before continuing.
Cases
Edit workflow & next action
Customer & Intake
Customer & vehicle
Insurance & financing
Customer comments
Original saved intake
COMPLIANCE & SERVICE
Review the service before preparing a quote
Review service
REVIEW SERVICE
Scope, findings & your decision
Review the proposed activity against the applicable jurisdiction and supporting evidence. Fields marked * are needed when saving as reviewed; a draft can remain incomplete.
Review history
Saved compliance reviews
Every saved version stays on file. Open a version to see its findings and sources.
QUOTES & AGREEMENTS
Turn your reviewed findings into a quote
01 · COMPLIANCECheck review
02 · FINDINGS & FEEReview incomplete
03 · QUOTE PDFNot created
SAVED REVIEW STATUS
Review findings & fee
REVIEW FINDINGS & FEE
Record the reviewed inputs once
Use your preliminary appraisal findings and approved fee. A ready review fills the quote automatically. You can save incomplete findings and return later.
Review history
REVIEW HISTORY
Saved findings & fee decisions
Open a version to see what was saved. Quote versions retain the review they used.
Generate quote
GENERATE QUOTE
Create a saved PDF and matching email draft
Uses your saved review and customer intake. Check the package before any later release.
Saved quotes
SAVED QUOTES
Your quote versions
Open a quote to review its PDF and email. Previous versions stay on file.
Selected quote
Matching email preview
CUSTOMER CALL · REQUIRED CHECKPOINT
Discuss the findings and quote before paperwork
Call the customer after the preliminary review and internal quote are ready. Record the outcome here. Only a confirmed agreement to the current quote clears this checkpoint.
Latest call for this quote
AGREEMENT & FINAL PAYMENT
No upfront payment. The full service fee is due after an agreed new value and the insurer’s updated official settlement document is saved. Automated agreement sending, signatures and final invoicing are not connected yet.
Appraisal workspace
DRAFT MODEL · 0.1Enter the subject vehicle, research five dealership listings, and adjust all five comps, exclude the highest and lowest, and average the middle three for your draft report. All five comps remain on file.
Saved appraisal versions
Documents
Add documents to this case
Financials
Manual tracking from your invoices and payment evidence. No payment is charged or sent here.
Add a financial entry
Tasks & follow-ups
Select a task to view or update its details.
Add task
Notes & communication log
Select a note to read the full entry.