Send an estimate for approval.

Build the estimate on the job's Estimates tab and press Send to text or email the customer a link. They open it, type their name and press Approve & sign. You can also mark it Approve or Reject yourself.

Steps

1. Open the job and go to the Estimates tab. On a phone, open Finance and then Estimates.
2. Press New estimate. If the job already has items on it, From job items copies those across for you.
3. Press Edit items, then add lines with Price book or Custom.
4. Press Send. Choose Email or Text, check the address or phone number, edit the message if you like, and press Send estimate.
5. The customer reads the estimate, types their name in the signature box and presses Approve & sign. Decline estimate sits right below it.
6. Back on the job the estimate shows Approved with the date it was decided. Press Apply to job items to move those lines onto the job.

Good to know

Once it is approved, the customer can pay on the same page. When the balance is large enough to split, a deposit is offered alongside Pay in full, and each choice shows its own amount.

Draft and sent estimates stay editable. An approved one is frozen, because the customer signed that exact total. Press PDF at any time to open a printable copy.

Estimates are for owners, admins and dispatchers. A technician can read one but cannot send or approve it.