Online acceptance and signatures

A customer opens the private link and accepts in one tap without an account; you can optionally require a typed name, an agreement tick and a drawn signature, and a decline offers four one-tap reasons.

The job goes to whoever is easiest to say yes to. Accepting a BlastoClean quote is one tap, on any device, with no account and no app.

Accepting

The customer opens the private link, reads the quote — rooms, the tasks in each, the notes you wrote for them, the total — and taps Accept. That is the whole interaction. The page works without JavaScript, so it works on the browser they actually have.

The moment they do, the quote's status changes and your team is emailed. From there it is work: see Scheduling a visit.

Requiring a signature

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

Type their name,
Tick that they agree to the quote, and
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 click a link is silly. Owners and managers can mark a quote accepted directly — from the web app, or from the phone with Accept & schedule, which books the work in the same motion. The acceptance is recorded against the name of the person who did it, precisely because it was not the customer who clicked. See Quoting from your phone.

When the answer is no

A customer who declines can say why in one tap: too expensive, wrong timing, they went with somebody else, or they no longer need it.

Nobody has to fill anything in, which is why most of the time you get an answer at all — and because the answers are the same four options rather than free text, they can be counted. They are, on the quote funnel 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.