I suggest you ...

Have customer sign off on estimates

Many of our client like the idea of seeing how much a job will be.(hence estimates) But some come back and say we didn't say it would cost that much. UGH! Intake form has a way to sign off. but doesn't include cost. What about having the Estimates signed (on screen) as well. That way client knows upfront what cost are, as they signed off on it. yea

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Scott Rippy shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Gerianne Chapman commented  ·   ·  Flag as inappropriate

    I know this is a few years old but hoping you can take a look at this idea again.

    Having the customer sign an intake form on screen for an estimate when there is no estimate of costs on it- just does not make sense. We need to be able to have the customer sign the estimate itself with the terms on the estimate.

    Currently we have to print the pdf and have them sign it. The pdf has everything we need on it - is there a way we can have the customer sign that on screen - most of our customers are in front us us when we go over how much the repair will cost.

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