E-Sign Invoices From Offices
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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.
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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.
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03-02-2023 11:55 AM
That would be great to have. We would definitely use this feature.
