Your customer says yes from their phone. Signed before you leave the driveway.
Send estimates by text. Customers see the options, pick one, and sign with their finger. No app to download, no paper to print, no waiting.
Good / Better / Best
No-cool diagnosis
Capacitor replacement
Capacitor + contactor
Hard-start + tune-up
One text. The customer opens, reviews, and signs.
Your tech sends the estimate from the job site. The customer gets a text with a secure link. They see every option, tap to approve, and sign with their finger. The whole thing takes under a minute.
See the approval experienceKey benefit: Close jobs in the driveway instead of waiting days for a callback.
Good
$289
Capacitor replacement
Better
$449
Capacitor + contactor
Best
$699
Hard-start + tune-up
Your customer doesn't need to download anything
The approval link opens right in their phone's browser. No login. No account. No friction. Works on any phone.
See the customer viewKey benefit: Remove every barrier between 'let me think about it' and 'approved.'
Open assigned job
Review customer + equipment history
Send estimate and capture signature
Collect payment and close job
Every approval saved. Every signature on file.
Signed estimates attach to the customer record automatically. If there's ever a question about what was approved, you pull it up in seconds.
See signed record storageKey benefit: Protect your business with a clear paper trail on every job.
Job completed · Furnace tune-up
Invoice paid · #4028
Photo uploaded · Before coil