Contracts and e-signature for renovation contractors, sent by text

Click turns an accepted estimate into a contract with your payment schedule and your terms. Clients sign on their phone with a drawn signature and a texted code, and Click files the signed certificate with the job.

E-signCode checkSigned certificateYour terms

A deck job, start to finish

Estimate, contract, invoice. You text, Click does the office work, you say yes.

Deck rebuild estimate for Sam Carter in Oakville: tear out the old deck, footings, framing, decking, railings and stairs.
Drafted with your line items. Want to look it over before it goes to Sam?
EstimateDraft by Click
Deck · Oakville
Tear out the old deck
Footings and framing
Decking and railings
Stairs
Send to Sam
01

Estimate

Say the job the way you'd say it to your office. Click drafts it with your line items.

Sam said yes. Contract with half on signing, half when it's finished.
Contract ready with that payment schedule. Send it for e-sign?
yes
Contract Signed
Deck · Sam Carter
Code checkedCertificate
02

Contract and e-sign

Click writes your payment schedule into the contract. The client signs on their phone with a texted code.

The Carter deck is finished. Send the final payment invoice?
yes
Sent. Sam can pay by card on the invoice.
Money
DepositDeck · OakvillePaid
Final paymentSent todaySent
ReceiptEmailed to clientFiled
03

Invoice and payment

Each payment goes out when the work gets there. The client pays by card on the invoice.

Contracts and e-signature: what Click does

Your payment schedule50/50, deposit and thirds, or your own stages. Click writes it the way you say it.
Signed on a phoneA drawn signature plus a code texted to the client's phone.
Signed certificateKept with the job, next to the estimate and the invoices.
Your termsYour contract terms on every contract, with your business name.

Questions

Does the client need an app?

No. They open the link, sign on their phone and get a code by text to confirm it's them.

Does anything go out without me?

No. Click asks before it sends a contract, and tells you when it's signed.

More of what Click does

Who still owes me?
Two clients. Want me to send reminders?