Send an Estimate They Can Approve Without Creating an Account
The customer gets a link, opens it, and reads the whole estimate — no account, no app download. They type their name to approve, and the job is created there and then.
Asking a homeowner to create an account before they can read your price is how you lose to the guy who sent a text.
How it works
- Send the estimate. The customer gets a link.
- They open it and read the whole thing — line items, scope of work, total. No login, no app.
- To accept or decline they type their name and tick a box confirming they're authorised to make the call. That typed name, the timestamp and the device it came from are what stand behind the decision — not a password.
- You get a notification the moment they respond, and a receipt goes to the email address already on their record.
- Accepting flips the estimate to accepted and creates the job, with the line items and the site address already carried across. Declining just flips the status, so you know to stop following up.
If nobody responds, it expires on its own at the end of the validity window rather than sitting in limbo. And if you sent it in error, withdrawing it kills the link.
Two details that matter more than they look. The accept button is never triggered by simply opening the URL, so a corporate mail scanner following links in an inbound email cannot accept an estimate before your customer has read it. And a customer who already has a portal login can respond from the app instead, where signing in does the same job as the attestation.
Where you'll find it
The link is generated when you send an estimate, from web or mobile. There's also a one-tap shortcut that opens your phone's messaging app with the link already pasted in.
Related: Build an estimate · The pipeline board
Free through beta — here's the plan.
Header photo: Business agreement handshake at coffee shop by rawpixel.com, CC0, via Wikimedia Commons.
