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
- Go to Estimates
- From an Estimate's Actions, click Email Estimate
- Review the recipient email address(s)
- Click Send Email
Customers will receive an email with a link to View and Accept Estimate.
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
Once approved, the estimate will be marked Approved in ServiceCore.
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.
Adding Terms & Conditions
You can require customers to agree to your Terms & Conditions before approving an estimate.
- Go to Settings
- Select Company Preferences
- Expand Estimates
- Upload your Terms & Conditions document
Customers will need to agree to your Terms & Conditions before approving the estimate.