Give every customer a personal, secure link to their estimates, invoices, and contracts. They sign with their finger and pay with a card without downloading anything.
The customer opens a secure link in their phone's browser. That's it. No app store, no account creation, no password. The link is tied to their record in your EstimatorPRO account. Everything they sign or pay syncs back to your account immediately.
From any client record, tap Send Portal Link. You can send it by text message or email. The link is unique to that customer and does not expire. You can re-send it anytime they need access.
When a customer signs a contract through their portal, the signature is captured, timestamped, and stored with the contract. You get a notification that the contract was signed. The signed version is available in the estimate record immediately.
The portal eliminates the back-and-forth of emailing PDF contracts, waiting for a scan, or scheduling a second visit just to get a signature. Customers can review your proposal during their lunch break, sign on their phone in the parking lot, and pay the deposit before you've driven home from the site visit. Faster close rates, less paperwork, and a professional experience that stands out in a market where most tree companies still use paper.
14-day free trial. No credit card. Set up in 10 minutes.
Start Your Free TrialQuestions? Call Winston — (434) 207-2831