Open the estimate details page.

Click the Approve button in the top left of the estimate details page.

After you click the Approve button, a separate bar will pop up with the text Approve an estimate. Click Approve an estimate.

On the next screen, have your customer sign the blank box to approve the estimate.

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

Once they sign, click the Done Signing button.

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

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

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.

Then, 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.

If a customer verbally approves the estimate, you can approve it from the web portal.

Click on the Approval action button at the top of the Estimate Details Page. You can find the Approval button on the right side of the Send button. After you click Approval, select Approve Estimate from the menu that appears.

You can also decline the estimate by clicking the Approval button and selecting Decline Estimate.

When manually approving or declining an Estimate, this will then update the estimate to Pro Approved or Pro Declined.

When using the Mobile App, tap the Estimate button to the right of the Approve button on the estimate detail page.

Once you click the Estimate button, you will be presented with a page that outlines the estimate information. If all looks well on that page, tap the Next button in the top right.

On the next page, you will have the option to select Text or Email. Choose your preferred method for sending the estimate and tap Send in the upper right.

When the customer decides to Approve or Deny the estimate, you will receive the decision via email.

If the customer approves the estimate, the status will change in your account to reflect Customer Approved. If the customer declines the estimate, the status of the estimate will be updated in your account to Customer Declined.

Once they've made their selection(s), you will be notified via the support email on your company profile.

Open the Job 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.

Click the Invoice icon.

Scroll down to the bottom of the invoice to see the signature with the timestamp.

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.