Viewed, and the customer's answer
For the owner and the office
Viewed
When the customer opens the quote's link, the quote says Viewed by the customer with the time. Home shows Viewed or Not viewed yet under Waiting on an answer.
Mark the answer
- Open the quote.
- Under Did they say yes?, pick how they said it: In person, By phone, By text or By email.
- Tap Mark approved.
If they said no, tap They said no.
An approved quote is ready for a bill. See Making a bill.