Navigate to your Account Settings by clicking the gear icon in the top right corner of your Housecall Pro account.

Click the Estimates drop-down in the menu on the left.

Select 'Estimate defaults' from the drop-down menu.

From there, click the toggle to the right of "Require e-signatures for approval" to enable e-signatures. The toggle will turn blue once enabled.

First, create an estimate and send it to your customer by email or SMS.

When your customer opens your estimate and approves an option, they will be prompted to provide their signature.

The customer has first to provide their name. This name will be later displayed next to the signature.

Next, they can decide whether they want to leave the signature typed:

Or, if they prefer to draw it:

If you have added Terms and Conditions to your account, the customer can review them by clicking the link.

Finally, the customer must check the box to acknowledge that they agree to conduct business with you electronically.

Once the customer successfully provides their signature, the estimate is approved!

Both you and your customer will receive a signed copy of the approved estimate via email.

This copy is a PDF file containing your customer's signature, along with the name, IP address, and timestamp of the moment the signature was provided.

The PDF also contains the approved estimate and the terms and conditions your customer has agreed to.

Additionally, you can download the same PDF from the Estimate details page.