Before you start
- The customer received a quote link or has portal access.
What you'll do
The customer will open the quote and approve the work from their phone or computer.
Do this
- 1
Open the quote
Use the email link or sign in to the customer portal.
- 2
Review the details
Check the services, totals, and any notes before approving.
- 3
Approve the quote
Tap the approval button and wait for the confirmation.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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