Online acceptance and signatures

The job goes to whoever is easiest to say yes to. Saying yes to a BlastoClean quote books the first visit. It works on any device, with no account and no app.

Saying yes

The customer opens the private link and reads the quote. Rooms, the tasks in each, the notes you wrote for them, and the total. The page asks for the first visit and the time. It starts on tomorrow at 9:00. They can change the day. Later visits follow how often the quote says. Then they tap Yes, book this.

The page works without JavaScript, so it works on the browser they actually have.

On a plan with no scheduling, there is no day to pick. The button says Yes, I accept, and the visit is not booked.

The moment they do, the quote's status changes and your team is emailed. If the day was free, the page says they are booked and names the first visit. If that day is already taken, the yes still stands. The page says you will confirm the first visit, and you pick another day. Saying yes again does not put a second visit on the calendar. See Scheduling a visit.

Choosing how often

A quote can offer its price at more than one schedule: just once, every week, every two weeks, or once a month. Each has its own price per visit. See Pricing a quote. When it does, the page lists the choices with their prices. Saying yes asks the customer to pick one. The choice is the price, so it is required. A no does not ask.

The choice they make becomes the deal. The quote is reworked to it. The saving prints as its own line. The email your team gets names the schedule. The first visit is booked from it. If the customer says yes on the phone instead, Accept and book asks you the same question, so the office records the choice they actually made.

Requiring a signature

Some jobs want more than a click. Switch signatures on and accepting asks the customer to:

1. Type their name,
2. Tick that they agree to the quote, and
3. Sign with a finger or a mouse.

The mark is kept with the acceptance and printed on the quote page and the PDF beside the date it was given.

One deliberate detail: drawing is the optional part. It is the step most likely to fail on an old phone or a stiff trackpad, so the typed name and the tick accept the quote on their own. Nobody is ever stuck staring at a canvas that will not draw.

Accepting on the customer's behalf

When the customer says yes while you are standing in their hallway, asking them to go back to a desk and tap a link is silly. Owners and managers can record that yes themselves, from the web app or from the phone. The button is Accept and book. If the quote is already accepted, it is Book this job.

The box starts with tomorrow at 9:00. Change the day or the time, then confirm. That books the first visit. If the day is taken, the quote stays accepted and you pick another day. A quote that is already on the calendar is not booked again.

The yes is recorded against the name of the person who pressed the button, because it was not the customer who tapped it. They will not be asked to accept it online. See Quoting from your phone.

When the answer is no

A customer who says no can say why in one tap: The price was higher than expected, The dates or times did not work, We went with someone else, We no longer need the work done, or Something else. They can also skip it.

Nobody has to fill anything in, which is why most of the time you get an answer at all. The five answers are fixed taps, including Something else, not a blank box, so they can be counted. Skipping the question counts as not given. They are, on the Quotes to jobs report in The dashboard and reports. "We lose on price" and "we lose on speed" are different problems with different fixes, and this is how you find out which one you have.

Editing after acceptance

Editing an accepted quote creates a revision, so the version the customer agreed to is never lost. See Pricing a quote.