Getting paid · Quotes
What happens when a customer accepts a quote online?
The customer opens the quote from their email, reads it, and accepts by typing their name — an electronic signature under the ESIGN Act, stored with the quote. What happens next is your choice on the quote, under "When they accept". The default books the job: it lands on your Schedule and under Home's "Bill accepted work", the customer is told they are booked and that the invoice comes when the work is done, and you invoice it from the job, from the quote, or from Home — the invoice is built from the quote, nothing retyped. If the quote carries a deposit, the deposit invoice is issued at acceptance and the balance follows when you mark the job done (or as soon as the deposit is paid, if you chose that). "Create and email the invoice right away" does exactly that, and the customer lands on the Pay link the moment they accept. They can also decline, with a reason, so a quiet quote becomes a real "no" you can see instead of a guess. Opening the quote marks it viewed, so you know it was read.