Estimate Approval on iPhone
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 the timestamp
Estimate Approval & Signature (Android)
When in person, your customer can sign and approve an estimate right from your Android device!
Follow these simple steps below to collect a customer signature for an estimate approval straight from your app:
From your Android mobile app, click into an Estimate to open the estimate details page.
Tap the 'Approve' icon in the upper left corner located beneath the estimate number:
Tap 'Approve estimate' in the pop-up located at the bottom of the screen:
Your customer can use their finger to sign directly into the signature box on the screen. Then, click the blue rectangular button that reads 'Done signing', or the white rectangular button that reads 'Clear' to re-take your customer's signature.
Your customer can access your Terms & Conditions by clicking the blue link beneath the signature box.
Once the estimate has been approved, you will be brought back to the estimate details page where you will see the status changed to 'Approved':
To view a customer's captured approval signature in your app, tap the 'Estimate' (paper airplane) icon located at the top of the estimate details page and scroll to the bottom of the estimate preview page:
Approve a job on Android
Learn how to get a signature from your customer for your services with ease!
Select the job you'd like to have approved. Click 'approve' at the top of the screen.
Then choose to sign 'before work starts' or 'after work is complete.'
The customer can then sign on the line at the bottom.
When complete, be sure they click 'done signing' in the bottom right corner.
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