Your customer signs on your phone

When you’re at the customer’s, they can sign right there on your phone.

Sign a quote now

1. Tap Send on the quote, then Customer signs on this phone. On a quote you’ve already sent, tap Customer signs here under Customer page.
2. Hand your phone to the customer. Their page opens for 30 minutes, for this version only.
3. They sign as they would on their own phone, and get the signed copy by email.

Signing in person can change the rules. A deal signed on your phone counts as made at the customer’s home. Where the job is, that can bring the in-person rules, like a right to cancel and its form. If the version you sent doesn’t print them, Quotebird asks to Send and open a revision that does. If nothing changes, your customer signs the version you sent.

Start work: sign an estimate before the job

For a job you’ll do now, at the customer’s, use Start work:

In the app: Invoices tab → New → Start work

1. Choose the customer, say What it’s for and enter the Estimate.
2. Tap Customer signs on this phone.
3. The customer reads the estimate with what the law gives them, like the right to cancel, and signs. In the UK and Ireland they can ask you to start now.
4. After the work, invoice it from the estimate and take the payment. The document is titled Estimate, with its own numbers.

Start work appears where the law wants papers signed before the work: the UK, Ireland, the US, British Columbia and Ontario.

Washington DC

A DC home improvement contract of $300 or more is made on your own approved form, so it can’t be signed on your phone. Send it as a quote instead.