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Estimate Approval & Signature (iPhone)
Estimate Approval & Signature (iPhone)

When in person, your customer can sign and approve an estimate right on your iPhone!

Dyamond W. avatar
Written by Dyamond W.
Updated this week

You can collect your customer's signature for an estimate approval in person,
right on your iPhone!

Follow these simple steps below.

  1. Select the estimate that requires a signature

  2. Tap the ‘Approve’ icon in the upper left corner

  3. Tap the ‘Approve an estimate’ option at the bottom of your screen

4. Your customer can then use their finger to sign along the signature box

5. Select the blue 'Done Signing' option

  • Your customer can access your Terms & Conditions by clicking the blue link below the signature box.

6. Once the estimate has been signed, the estimate’s status will change to ‘Approved’

  • To copy this information over to a job, choose the blue 'Copy To Job' option at the top middle of your screen

  • To view a customer's signature, click the 'Estimate' (paper airplane) icon at the top of your screen and scroll to the bottom of the Estimate preview page

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