You can collect your customer's signature for an estimate approval in person,
right on your iPhone!
Follow these simple steps below.
Select the estimate that requires a signature
Tap the ‘Approve’ icon in the upper left corner
Tap the ‘Approve an estimate’ option at the bottom of your screen
Your customer can then use their finger to sign along the signature box
Select the blue 'Done Signing' option
Your customer can access your Terms & Conditions by clicking the blue link below the signature box.
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
Approve a Job on the iPhone
Get approval from your customer before a job starts or after the work is complete (separate from an estimate).
Open the invoice details page
Tap the 'Approve' icon
Select 'Before work starts' OR 'After work is complete'
The customer can use their finger to sign in the signature box. Then, click 'Done Signing'
And that's it!
To view the signature on your invoice:
Click the 'Invoice' icon
Scroll down to the bottom of the invoice to see the signature with timestamp
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