Help Customer portal
When a customer signs
The moment a homeowner signs from the link, you are notified, the job advances, and nothing gets re-keyed.
The signature is the hinge of the whole job. Your customer signs the proposal from the link you sent, with no app and no account, and a chain of things happens the moment they do. This article walks through that moment.
How the customer signs
You send the proposal as a magic link by text or email. The customer opens it, reads the scope, picks any options you left open, and signs right on the page. No download, no password, no portal account to create. See Sending the magic-link customer portal for what that page looks like to them.
What happens the moment they sign
- You are notified. The signature lands as a notification so you know the job is yours without refreshing anything or chasing the customer.
- The job advances a stage. The record moves from Proposal to Job automatically. You do not create a new record or move it by hand. See The work pipeline.
- Nothing gets re-keyed. The signed scope, the line items, and the agreed number carry straight into the Job. There is no second entry, no copying numbers from the proposal into a job sheet, no chance to fat-finger the total.
Why no re-keying matters
Most tools make you sell the job once and then enter it again to start it. Every re-entry is a chance to change a number, drop a line, or lose a detail the customer agreed to. Quotrr carries the signed proposal forward as the job, so the thing you build is exactly the thing they signed. That is what keeps scope and the number honest, and it is the start of the proof you own once the job is done.
The signature is legally yours to point to
Because the customer signs the exact scope and number you sent, the signed proposal is a clean record of what was agreed. There is no separate contract to chase, no countersigned PDF lost in an inbox. If a question comes up later about what was included, you both look at the same signed document. That clarity is part of why a signed, completed, photographed, GPS-checked job can become a Verified Outcome you own. See Verified outcomes.
From signature to payment
A signed job can collect a deposit right away if you tied a milestone to the signature. See Payment milestones and Getting paid with Apple Pay. From here the customer follows the job in their live timeline portal, and you keep working.
What the customer experiences
From the homeowner's side, signing is the easiest part of the whole job. They tap the link you sent, read a clean scope, sign with a finger, and they are done. No account to create, no password to remember, no app filling up their phone. Then the same link becomes their window into the job, where they watch progress, pay milestones, and see every change order. Making the signature easy is not a nicety. A buyer who has to create an account to sign is a buyer who finds a reason to wait until tomorrow, and tomorrow is where deals die.
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