Make the scope easy to understand.
Break the work into clear service descriptions, quantities, and prices. Add your terms and an expiration date so customers know what they’re reviewing.
QUOTES & APPROVALS
Good work starts with a clear quote.
Put the scope, the price, and the next step in one place. Build a professional quote, share it for approval, and carry the agreed work into your schedule.
Keep the decision with the quote.
Give your customer a private link to approve or decline the issued version. Review the response alongside the details of the work.
Start with the agreed details.
Convert an approved quote into a job. The customer and quoted work stay connected as you choose a date, assign workers, and plan the visit.
A QUOTE THAT DOES ITS JOB
Show what’s included. Before you arrive.
A garden cleanup might include mowing, hedge trimming, and removing the waste. List each part of the work, choose saved services where they fit, and adjust quantities for the property. Your customer gets a clear total, and you get a useful record of what you priced.
- Use saved services or write a description for the job
- Set quantities, prices, discounts, and tax
- Download a PDF with your business details and logo
FROM YES TO THE NEXT VISIT
Keep the agreement connected to the work.
Once the customer approves, turn the quote into a scheduled job and add the practical details your crew needs. If the scope changes before approval, create a new revision. The issued versions remain on record, so the original quote doesn’t quietly change beneath the conversation.
- Share a private link for the exact issued revision
- Revoke a link when access is no longer needed
- Carry approved work into a one-off or recurring job
FROM ONE STEP TO THE NEXT
From an inquiry to an agreed job.
Prepare the quote
Choose the customer, describe the work, and add pricing, terms, and an expiration date. Review the draft before issuing it.
Share for approval
Create a private link to the issued quote. Your customer can review the details and approve or decline that version.
Put the work on the calendar
Convert the approved quote into a job, choose the service property, and set the date, duration, and worker assignments.
GOOD TO KNOW
Your questions,
answered.
Can I use my own service descriptions and prices?
Yes. Write line items for the work you’re quoting, or start from saved services. You can set the quantity and unit price for each item, then apply the appropriate discount and tax rate.
How does a customer approve a quote?
You create a private link for an issued quote and share it with the customer. They can review and approve or decline that exact revision. The response is recorded against the quote, and the link expires or can be revoked by your team.
What happens if the customer asks for changes?
Create a new revision, update the work or pricing, and issue it for review. Previously issued versions remain on record, keeping the changes traceable as you agree on the final scope.
Can I give the customer a PDF instead?
Yes. Download an issued quote as a PDF with your business details and logo. Use the private approval link when you want the customer’s decision recorded in JobSigner.
YOUR NEXT CHAPTER STARTS HERE
Bring your next job into focus.
One place for your customers, your crew, and the work ahead.