01
Interactive homeowner choices
- Optional Upgrades: Customers can check or uncheck optional add-on items; the subtotal and deposit adjust dynamically in real time.
- Ask a Question: Approval is not the only option—customers can type a clarifying question directly on the quote page, notifying you via text and dashboard alert.
- Digital Signature & Deposit: To accept, the customer draws their digital signature and pays the required deposit using Apple Pay, Google Pay, credit card, or ACH.
02
Automated transition to Won Job
Upon successful approval and deposit payment, the quote status automatically flips to "Approved", the lead moves to "Won", and a linked Job record is instantly created with the approved scope and collected funds.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Customer signature and deposit authorization are logged in the quote audit trail.
- Quote status automatically updates to Approved upon deposit payment.
- Linked Job file is generated automatically with approved scope items.
Troubleshooting
When the workflow doesn’t look right
Customer asked a question instead of signing.
Open Messages or the Quote page to read their question, reply by text, and answer their concerns.
Customer signed but deposit failed.
The quote remains in pending deposit state until card authorization clears. You can send a payment reminder link from the quote view.
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