Estimates
Customer approval
How customers approve estimates through the portal.
Overview
How customers approve estimates through the portal.
Customers open the link, review line items, and click Approve. You receive an in-app notification and email.
Professional quotes
Build estimates with line items, optional photos, and terms your attorney already approved. Send by email; customers approve from the portal.
Tip
Photograph the tree or hazard on the lead record before you write the quote — it helps justify price when the customer compares vendors.
Next step
Continue with Declined estimates.