There are multiple ways for an estimate to be approved in Housecall Pro.
The customer can approve it in person and online or
you can manually mark it as approved.
If approving the estimate in person:
1. Click the 'Approve' button in the top left of the estimate details page
2. Click 'Approve estimate' in the drop down.
3. Have your customer sign to approve when prompted
4. Once they have signed, click 'Done Signing'
Send an email or a text message
To get your customer or prospect's approval on an estimate, you can send them an email or a text message. Once they receive the estimate, they will have the option to approve or decline it.
Depending on your estimates approval settings, your customer can approve only one or multiple options in your estimate.
Once they've made their selection, you will be notified via email.
Manual Approval:
If a customer verbally approves the estimate, you can approve it from the web portal.
Simply click on the 'Approval' action button at the top of the Estimate Details Page and select 'Approve Estimate'.
Note: You can also decline the estimate on the customer's behalf by clicking this button.
To view an estimate's approvals, scroll down on the Estimates Detail Page to the 'Approvals' section in the bottom left.
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