Get the scope signed before the truck rolls
The argument you do not want is the one at the end of a job about what was included. An agreement signed on the same link as the quote makes the scope a matter of record.
- 1
Terms attached to the quote
Scope, exclusions, and payment terms.
- 2
Customer reads and signs
On the same link, on any device.
- 3
Stored against the job
Not in an inbox, not in a filing cabinet.
- 4
Work can be dispatched
With the agreed scope on the record.
Illustrative — sample data
Signed on the link
No printer, no scanner, no chase-up call
The customer signs where they already are — on the quote link, on their phone, in about fifteen seconds. You get told the moment it happens.
The friction you remove here is the friction that was costing you a day between "yes" and starting work.
Stored with the job
The signed terms live where the dispute would happen
Six weeks later, when somebody asks whether the quote included the downpipes, the answer is on the job record — with a signature and a timestamp — rather than in whoever’s email.
- Quote QUO-8871approved
- Service agreementsigned 12 Mar
- Site survey formcompleted
- Completion photos6 files
Illustrative — sample data
Where this sits in the day
Questions people ask
Start using Agreements & E-Sign.
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