Send Estimates for Online Approval with Terms & Conditions

Last updated: November 10, 2026

ServiceCore allows you to send estimates to customers and have them review and approve them online. This helps you capture customer approval faster and maintain a clear record of when an estimate was accepted. 

When an estimate is approved online, ServiceCore will automatically: 

  • Update the estimate stage to Approved

  • Record who approved the estimate

  • Record the date and time of approval

  • Notify the owner (or estimate creator if no owner is assigned), as well as the contact email on the estimate

Customers can also be required to agree to your Terms & Conditions before approving an estimate. 

Send an Estimate for Approval

  1. Go to Estimates

  2. From an Estimate's Actions, click Email Estimate

  3. Review the recipient email address(s)

  4. Click Send Email

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Customers will receive an email with a link to View and Accept Estimate. 

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Customer Approval Process

When the customer opens the link, they can: 

  • Review the estimate details

  • Enter their name

  • Agree to your Terms & Conditions (if enabled)

  • Click Approve Estimate

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Once approved, the estimate will be marked Approved in ServiceCore. 

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Viewing Approved Estimates

After Approval, ServiceCore will show: 

  • Estimate Stage: Approved

  • Approved Date: When the estimate was approved

  • Approved by: The name entered by the customer

You can filter the Estimate page by Approved to quickly find estimates that have been accepted. 

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Adding Terms & Conditions

You can require customers to agree to your Terms & Conditions before approving an estimate. 

  1. Go to Settings

  2. Select Company Preferences

  3. Expand Estimates

  4. Upload your Terms & Conditions document

Customers will need to agree to your Terms & Conditions before approving the estimate. 

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