Who this is for: Managers | Plan: Premium | Series: Client Mode — Part 3 of 3
📋 Client Mode Series
- Part 1: Present Your Estimate in Client Mode
- Part 2: Collect a Signature and Take a Deposit
- Part 3: Send Your Estimate for Remote Web Approval — You are here
Web Approval lets you send the client a secure link they open on their own device — phone, tablet, or computer. They review the estimate, select any add-ons, sign, and approve without needing to be in the same room as you. When they approve, the full approval chain fires automatically, just like an in-person Client Mode session.
Step 1 — Open Web Approval #
Two entry points:
- From the Client Mode prep sheet: instead of tapping “Hand to Client →”, tap Send for Web Approval at the bottom of the prep sheet
- From the estimate actions menu: tap the arrow icon on the Estimate tab, then tap Send for Web Approval
The Web Approval Link sheet opens showing the job name and client name at the top.
Step 2 — Set expiry and generate the link #
In the Expiry section, use the Link valid for picker to choose how many days the link stays active. The footer confirms: “Client must approve or decline before the link expires.” Choose a timeframe that fits the urgency of the job — shorter for hot leads, longer for projects that take time to decide.
If you’ve added add-ons to the estimate, the Optional Add-Ons section shows how many will be presented to the client. No action needed — they appear automatically.
Tap Generate Approval Link. The app builds the quote snapshot and sends it to the approval server. When ready, the nav title changes to Approval Link Sent.
Step 3 — Send the link to the client #
The approval URL is displayed on screen. Two buttons let you send it:
- Copy Link — copies the URL to your clipboard. The button changes to “Copied!” for two seconds to confirm. Paste the link into a text message, email, or chat
- Share — opens the iOS share sheet so you can send directly via Messages, Mail, WhatsApp, or any other app
The expiry date appears below the link: “Valid until [date].” Tap Close to dismiss the sheet — the link stays active and the job stores the approval token.
Step 4 — Check the status #
To check whether the client has responded, open the Web Approval sheet again from the estimate actions menu. The status badge shows the current state:
- Awaiting Client Response — the client hasn’t opened or decided yet
- Approved — shown in green with a seal checkmark. The approval chain has fired
- Declined — shown in red. The client reviewed and declined
- Expired — shown in orange. The link has passed its expiry date. Generate a new one if needed
Tap Check Status to manually poll the server for the latest response. The status badge updates immediately.
What happens when the client approves #
When the client approves remotely, the same approval chain fires as in-person Client Mode: the job moves to Invoiced status, an invoice is created from the approved estimate, and the signed contract is saved to the job. The approval result view shows the signature, selected add-ons, and links to View PDF and Share / Export the signed contract.
From there, send the deposit invoice through Stripe. See Connect Stripe and Send Your First Invoice.
Revoking a link #
If you need to cancel an active link — the scope changed, the price needs to change, or you want to resend — tap Delete Link (red, top-right toolbar on the Approval Link Sent screen). The token is revoked on the server and the link is no longer accessible. Generate a new link once the estimate is updated.
