Help / The customer side

When a customer signs

The signature is the hinge of the whole job. Here is what fires.

The signature is the hinge of the whole job. The customer signs from the link you sent, no app, no account, and a chain of things happens the moment they do.

How they sign

You send the proposal as a magic link by text or email. The customer opens it, reads the scope, picks any options you left open, and signs on the page with a finger. See the customer portal for what that page looks like to them.

The moment they sign

• You are notified. The signature lands as a notification. No refreshing, no chasing.
• The record advances. Proposal becomes Job automatically. See The work pipeline.
• Nothing is re-keyed. The signed scope, line items, and agreed number carry straight into the Job. No second entry, no fat-fingered total.

Why no re-keying matters

Most tools make you sell the job once and enter it again to start it. Every re-entry is a chance to change a number, drop a line, or lose a detail the customer agreed to. Here, the thing you build is exactly the thing they signed.

A record you can point to

The customer signed the exact scope and number you sent. If a question comes up later about what was included, you both look at the same signed document, not a countersigned PDF lost in an inbox. That clarity is part of what lets a finished job become a Verified Outcome.

From signature to money

Tie a deposit milestone to the signature and the customer can pay it the moment they sign, from the same link. See Payment milestones and Getting paid with Apple Pay.

One more thing about the customer's side: a buyer who has to create an account to sign is a buyer who finds a reason to wait until tomorrow, and tomorrow is where deals die. So there is no account.