It is really important to have your quote accepted by your customer. There are a few ways to do this.
- Use software that will record a digital signature accepting the quote
- We use Skedit to do this
- Have them sign a physical quote on paper while you are at their home
- Have them print the quote sign it and email / text you back a photo of the signature
- Email the quote and have them reply that they accept the quote.
An accepted quote can be used to your benefit in a few ways.
- An agreement to pay you
- Easier to send to collections if payment is refused
- Easier to dispute any charge back
- Use to activate the warranty
- This agreement states that you will automatically charge their card the final payment, the accepted quote is your permission
- It solidifies the price and scope of service