Yardbook gives you many ways to deliver estimates to your customers (Ex. print, email, or text messages). Now, your customers can approve an estimate directly from their computer or a mobile phone.

When they approve the estimate, you will be notified immediately via email.

Enable Online Estimate Approval

To enable online estimate approval, simply navigate to your Invoice Settings Page

Sitemap -> Company Profile -> Settings -> Update Invoice Settings

Then select the “Enable Online Approval” value in the Estimate Approval Method Field.

Click ‘Save’.

Customer View

After you have enabled the online approval feature, when your customer opens an estimate online, they will see an approval button.

 

When your customer clicks on the “Approve” button, they will be prompted to enter their name and email address in order to continue with the approval.

After the estimate has been approved, both you and your customer will receive an email notification. The email will also include a PDF copy of the approved estimate.

Check Approval Status 

You can see the approval status of an estimate by going to the Estimate List View.

You can click on the approval date to view more details.