03-01-2023 02:10 PM
We know how to send an e-sign for estimates but how do you set up e-sign for invoice signatures. Some time we have technicians perform larger work and homeowner/customer not on site for signatures. We have e-sign set up for estimates and are looking on how to do the same for invoices to ensure we can have all signatures needed in case of any legal reasons.
03-07-2023 06:30 AM
You should be able to add the link to the estimate email that allows the customer to approve the estimate online. I would like to know if there is a way to allow the plumber to close out a job where he sent an e-sign link but the customer never proceeds with the work.
03-02-2023 11:55 AM
That would be great to have. We would definitely use this feature.