When a customer decides to sign their estimate, the process is straightforward. Here's what happens:

1. Customer Confirmation: After clicking "Sign" and adding their signature to the estimate, the customer will see a confirmation dialogue on the screen. This dialogue will display the estimate with a timestamp, confirming that the estimate has been successfully signed.

2. Email Notification: If you've configured your email template, the customer will also receive an email confirmation. This email will inform them that their estimate has been signed and may even include an attached PDF version of the estimate for their reference.

1. Notification: On the Chariot platform, the moving company will receive a notification indicating that the customer, in this case, "Bill Bradley," has signed their estimate. You need to subscribe to these notifications in your settings for them to appear.

2. Job Ready to Book: At the bottom of the screen, you will see a message stating that there is a job ready to book. This indicates that an estimate has been signed, and it's time to proceed with scheduling and planning.

3. Stage Update: The job's stage will change to "Ready to Book," signifying that it's prepared to be placed on the calendar.

If a customer decides to decline their estimate, there's still a process to follow. Here's what happens:

1. Declining with a Message: Customers can't decline an estimate without providing a reason. In this case, they will enter a message explaining their decision. For example, they might write, "Too expensive, got a better quote." After providing their reason, they click "Decline."

2. Confirmation: From the customer's perspective, they will receive a simple confirmation that their estimate has been declined successfully.

1. Notification: On the Chariot platform, the moving company will receive a different type of notification, which reads, "Jackie Jones estimate declined." Clicking "View" will lead you to Jackie Jones' job.

2. Stage Remains Unchanged: The job's stage will remain as "Estimate Sent To," and Chariot doesn't automatically mark it as "Lost" because there's still a chance to win the customer back. The customer's reasoning is crucial here.

3. Customer's Note: At the bottom of the estimate tab for this job, you'll find a note that reads "Estimate declined" with a timestamp and the customer's message, such as "Too expensive, got a better quote." This information allows you to understand the customer's concerns.

4. Opportunity to Reconnect: As the moving company, you can take this opportunity to reach out to the customer, Jackie Jones in this case, and inquire about the quote they received. This opens the door for discussions on how you can provide better services or potentially match their quote.

5. Send a New Estimate: If you successfully address their concerns and win them over, you can send them a new estimate to restart the process.

The "Estimate Declined" feature is designed to save you time and ensure you don't repeatedly follow up with customers who have decided not to move with your company. It also provides a chance to address their concerns and potentially win them back as clients.

If you have any questions or need further assistance, please feel free to reach out. We're here to help you navigate these processes effectively.