Films

Estimate to signed contract

A short film: the client approves the estimate in the client portal, signs the contract on a phone with a texted code and pays the deposit.

The film has no sound. The captions and the steps below say what happens on screen. Names and jobs in it are examples.

What happens in the film

  1. Estimate, contract, deposit. Approved, signed, deposit in: Sam Carter's basement bathroom.
  2. In the client portal, Sam reviews his estimate, 8 line items with 50% deposit and 50% on completion, and taps Approve estimate. Approved.
  3. Click: “Sam approved the estimate. I drafted the contract: same scope, 50% deposit, 50% on completion. Send it for signing?” Jas replies “haan”. Click: “Sent to Sam for signing.”
  4. Sam signs the contract on his phone and enters the code texted to him. Signed: code verified, certificate attached.
  5. Sam pays the deposit by card or bank transfer, with a receipt by text and email. Click: “Deposit received. The Carter bathroom is booked.”
  6. Approved, signed and paid, without the paperwork.

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Deposit paid
Kitchen remodel · Burlington
Ana signed. Want me to book the start date?