Estimate Approval Flow

When you send an estimate, your customer receives an email with two buttons: Approve and Decline. No login is required — the buttons are public links with a secure token.

When the customer approves:

• The estimate status changes to Approved

• A Project is automatically created from the estimate with the same title, customer, and service address

• The new project starts in Not Scheduled status

• You receive a push notification and/or email notification (based on your notification preferences)

When the customer declines:

• The estimate status changes to Rejected

• You receive a push notification

• You can edit the estimate, regenerate the PDF, and resend it

Important details:

• Approval links are valid for 30 days after sending

• Once a customer approves or declines, the link shows a branded confirmation page with the estimate details

• If the customer clicks the link again, they see the current status (already approved/declined) rather than an error

• The confirmation page uses your account's logo, brand color, and contact information