You can now get approvals and signatures for jobs using our SMS feature.

You can start this by pre-building your estimate and getting it ready to send to the customer with the pricing and jobs added to the ticket.

Please keep in mind, to send jobs for approval, they must be in "Needs Approval" status on the ticket.

To request an approval, go to the SMS icon on the ticket and choose the option to "Get Job Approval."

This will fill in the SMS message with a link. Hit the "Send" button to send the text message to the customer.

Here is an example of how this would look for the customer:

When they sign and hit the "Save" button it will save it under "Attachments" on the ticket. It will also change the status above the categories on the ticket from "Needs Approval" to "Approved" or "Declined" depending on what option the customer chose.