The Problem
A plumber sends a quote by email, then waits days for a reply. The client asks for a small change, the plumber rewrites the quote, resends it, and still worries the email got lost. When the client finally says “yes,” the plumber has to copy the numbers into his job board by hand, schedule the visit, and create an invoice. All that back‑and‑forth costs time, creates errors, and delays cash.
The same story plays out for a roofing company, a HVAC service, or a lawn‑care business. Missed approvals mean idle crews, late payments, and frustrated customers.
How It Works
When you finish a quote, the system builds a simple web page that anyone can open on a phone or computer—no login needed. The page shows the line items, and you can add good‑better‑best options that change the total instantly. The client types their name as an e‑signature and taps “Approve.” If they need a change, they click “Request changes,” type a comment, and you see it right away.
As soon as the client taps Approve, the system marks the quote as approved, creates a job card on your board, copies all the line items, and opens the schedule so you can drag the job to a day and assign a tech. At the same time a payment link is sent to the client, and reminder emails are scheduled automatically.
What It Means for You
All the manual steps disappear. You get cash faster because the payment request goes out the moment the client says yes. Your crew stays booked—no more “we never got the green light.” The client feels professional treatment with a single tap and real‑time total, so they’re more likely to say yes.
Because everything is tracked—who opened the quote, when it was approved, any change requests—you never lose a conversation. That visibility lets you follow up only when needed, saving hours each week.
Getting Started
1. Open your dashboard and create a new quote from the call or email notes. 2. Add any good‑better‑best options you want the client to choose. 3. Click “Send Quote” and the system gives you a short link. 4. Share the link by text or email. 5. Watch the status change from Sent to Viewed to Approved, and see the new job appear on your board automatically.
Everything you need—quote page, approval, job creation, scheduling, payment link, and reminder emails—is included in your AI‑powered website package. No extra add‑ons, no extra seats.