Navigating WeBuyCars Leads with ServiceMyCar

Navigating WeBuyCars Leads with ServiceMyCar

Navigating WeBuyCars Leads with ServiceMyCar

Creation Date: Nov 26, 2025
Created By: Aidan Quin

1. Click on Leads

Click on Leads

2. Select the quote request

Select the quote request

3. View the Recon Managers Details

View the Recon Managers Details

4. View the Vehicle details

View the Vehicle details

5. Click on the Dekra or Inspectify Report

Click on the Dekra or Inspectify Report

6. View the document

View the document

7. Select a Service Date

The customer may have selected multiple service dates — you can choose the one that best suits you.

Select a Service Date

8. View and Populate the requested items

The items required for this lead will be listed, and you’ll need to use them to populate the quote request.

View and Populate the requested items

9. View the Admin Fee

An admin fee may apply — R450 excl. for quotes above R3,000 and R250 excl. for quotes below.

View the Admin Fee

10. Click on Generate Quote

Once you generate the quote, it will be sent to the customer, who will receive quotes from accredited workshops in their area. They can choose one or decide not to proceed at all.

Click on Generate Quote

11. The Quote will now be in Pending approval

The quote request will remain in pending approval status until the customer accepts a quote.

The Quote will now be in Pending approval

ℹ️ Once the quote is accepted, you will receive an email confirmation, and the job will automatically move to the booked date.

12. Click on the Booked Quote

Click on the Booked Quote

ℹ️ Once the vehicle arrives on the booking date

13. Click on Check-In Vehicle

Click on Check-In Vehicle

ℹ️ Creating an Amendment

14. Click on Other Actions

Click on Other Actions

15. Click on Create Amendment

Click on Create Amendment

16. Add any additional items or changes

Add any additional items or changes

17. Click on Submit Amendment

The changes will now be pending the customer’s approval again.

Click on Submit Amendment

18. Click on Create Draft Invoice

Click on Create Draft Invoice

19. Click on Create Invoice

Click on Create Invoice

20. View the Warning

View the Warning

21. Click on Proceed

Click on Proceed

ℹ️ Customer Statement

22. Click on Customers

Click on Customers

23. Click on View

Click on View

24. Click on Outstanding Invoices Statement

Click on Outstanding Invoices Statement

25. Click on Download Outstanding Invoices

Once the statement is downloaded, it must be sent to WeBuyCars.

Click on Download Outstanding Invoices

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