Present the choices
Customers can compare the scope and total of each estimate option, approve their choice or request changes. Your team can preview what they will see.
A CLEAR NEXT STEP FOR YOUR CUSTOMER
One place for the work.
Easy to come back to.
Give customers a private page for their visits, estimates and invoices. They can review the choices and take the next step without searching through old messages.
7 days free · Unlimited users & techs · No credit card needed
The next step, in their hands.
Clear options. Easy approvals.
Estimate options and approvalsInvoices and payment instructionsDownloadable documents
A GARAGE DOOR WORKDAY, MADE SIMPLER
Make it clear
what happens next.
Share a customer link after preparing the work. Your customer can compare estimate options, request a change or approve a choice, then return to find their invoice and the payment methods you offer.
Keep billing within reach
Customers can view an invoice and follow your payment instructions. If your company connects Stripe, they can pay by card through the client hub.
Keep a copy
Customers can download estimates and invoices as PDFs to save, share or print using their device’s available options.
01Share the link
02Customer reviews the work
03Follow through
GOOD TO KNOW
Client hub,
explained.
Clear answers before you get started.
Can a customer approve an estimate online?
Yes. They can select and approve an option or send a change request from the customer view.
Can they pay online?
If your company connects Stripe and enables card payments, customers can pay an invoice by card. You can also show other payment instructions you configure.
Are estimate options added together?
No. They are alternatives. After approval the customer document shows the chosen option.
YOUR TRADE. YOUR TEAM. YOUR NEXT CHAPTER.
Make room for a better workday.
Your first truck or your whole fleet. Everyone’s included.
Start your 7-day free trialNo credit card needed. No per-tech fees.