Approval delays cost you starts and cash flow. Make it easy for customers to say yes from their phone.
6 min read · Published 2025-11-22
Approval workflow graphic
Quote link → SMS verify → terms → approve flow diagram.
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Quote on site before you leave. Customers who wait days for a PDF often shop around or lose urgency.
Mobile quoting means the job details are fresh — you are less likely to forget access constraints or materials.
PDFs in email get lost. A link opens on the customer's phone in one tap. They see totals, terms and photos in one place.
SMS verification on approval confirms the right person signed off — useful when partners or property managers are involved.
Start with a free trial. Quote, approve, invoice and track payments from your phone.
Ambiguous quotes stall. If options exist (standard vs premium fixtures), show them as separate lines or optional items.
A short follow-up text with the link is fine — ProperTradie prefills SMS from your number.
