By Santiago Alvarado, Founder ·
In short
Customers can now sign Operations estimates by link or in person on a tablet. Co-signers get their own signing codes, signed records are locked, and every signing email is noted on the job.
What's new
- Send an estimate by link, or have the customer sign in person
- Add co-signers, each with a signing code
- Records lock once they're signed
- Every signing email is noted on the job, so the office can see what went out
- Signing is easier on a tablet, for the kitchen-table close
Questions
- Can homeowners e-sign a contractor estimate in Operations?
- Yes. They can sign by link from their phone or computer, or in person on a tablet.
- Can two homeowners sign the same estimate?
- Yes. Add a co-signer and each signer gets their own signing code.