Present a quote to the customer
What it's for
After you build a Good / Better / Best quote on a visit, tap Present to customer and hand your phone to the customer. They choose an option and tap Approve and sign. Signing is optional unless your company set Quote to Required to approve under Settings → Signatures. When it is optional, the screen says "Signing is optional. Leave the signature blank to approve without signing." The approval is recorded on the quote, and the job history shows that you presented it.
The route is /tech/[id]/quote/[quoteId].
Tabs
This screen has no tabs.
Panels and controls
- Options — one tile per option with its total. The customer picks one.
- What's included — the line items in the chosen option.
- Signature — the customer types or draws their name and accepts the signing terms.
- Approve and sign — approves the quote at the option shown. If the office changed the quote since the screen opened, approval is refused and the screen asks to review the quote again.
Once approved, the screen shows who signed, the option, and the total.
What it accepts
The chosen option and the customer's signature. Whether a signature is required, and the signing terms, come from your company's quote signature settings.
How to configure it
Settings → Signatures, the Quote row, decides whether a signature is required and which signing terms the customer accepts. It starts as Not required.
Who can see it
This screen is part of the field app. Technicians see it on their own phone or tablet, scoped to the jobs assigned to them.
Office roles work from the office app instead; they do not use this screen.