Customer Portal
Approving estimates
Customer steps to approve a quote.
Overview
Customer steps to approve a quote.
Approval captures name, timestamp, and IP for your records. Office is notified instantly.
Customer self-service
Each customer receives a secure portal link by email. They view estimates, approve work, see invoices, and pay without calling the office.
Tip
Mention the portal when you leave a door hanger — customers approve faster on their phone than by returning a signed PDF.
Next step
Continue with Viewing invoices.