What Goes Live in 48 Hours: Your Estimate Approval Setup

You don't need to learn new software. You don't need to build anything from scratch. You need to hand us three things, then stay out of the way while we build the rest.

Thing 1: Your existing estimate template. Whatever format you're using today — a Word doc, a PDF, a printed form you fill in by hand — send it over. We convert it into a professional, signing-ready document that looks like your business and captures every line item you currently quote.

Thing 2: Your business phone number. Signing requests go out via SMS from your existing number so customers recognize the sender. You give us the number. We handle the configuration. You don't port anything, cancel anything, or touch a settings panel.

Thing 3: Calendar access. When a customer signs, the job needs to land on your schedule automatically. We need read/write access to your existing calendar — Google Calendar works, and so do most scheduling tools common in the trades. Sharing access takes about five minutes on your end.

That's the complete client checklist. Three items, nothing more. Most contractors pull these together in under 20 minutes during the setup call. No dashboards, no tech training, no dependencies waiting on you.

Once you hand over those three things, the clock starts. Here's what we build in the first 24 hours — and who is doing it:

Estimate form template. We take your existing document, strip out the inconsistencies, and rebuild it as a clean digital template. Line items, labor fields, materials, terms — everything that belongs on a contractor estimate, formatted for a screen and built to close.

Signing workflow. We configure the full send-to-sign sequence: estimate is generated, PDF is attached, SMS goes to the customer with a signing link, the customer signs on their phone in under two minutes, and a completed PDF saves to your records automatically. The whole chain runs without anyone touching it manually.

CRM pipeline stage. We add an "Estimate Sent" and "Estimate Signed" stage to your pipeline so you can see every open estimate at a glance — what's pending, what's signed, and what's gone cold after 48 hours without a response.

SMS and email delivery. Customers receive the signing link by text — that's where they actually read it — and by email as a backup. We configure both channels, write the message copy, and brand the templates with your business name and number.

Notification rules for you. The moment a customer signs, you get an SMS to your phone. No checking dashboards, no logging into anything. The notification fires, you know the job is locked in, and you move on to the next call.

Nothing goes live until we've tested it ourselves first. Here's the QA sequence before your first real estimate touches a real customer:

Internal test send. We generate a test estimate inside the system and run it through the entire workflow end-to-end — SMS delivery, signing link generation, document rendering, PDF completion, CRM record update. Every step has to fire correctly before you see it.

Agency-side signing simulation. One of us signs the test estimate as if we were a customer on a mobile phone, which is where most customers open it. We confirm the signing experience is clean, the completed PDF saves to the correct location, and your owner notification fires within 60 seconds of signature.

Owner confirmation sign-off. Before we flip the switch to live, we send you the test estimate so you see exactly what your customer is going to receive. You review the document layout, the message copy, and the notification to your phone. You confirm it looks right — and only then does the system go live.

No surprises at go-live. No discovering a broken template when a $3,000 HVAC quote is sitting in a customer's inbox. The test sequence exists so that hour 48 is clean and confident, not a scramble.

At the 48-hour mark, the system is live and you're ready to send your first real estimate. Here's what that looks like in practice:

You finish a walkthrough, quote a $2,400 water heater replacement, and instead of emailing a PDF and waiting three days for a callback, you generate the estimate through your normal process. The system sends a signing link to the customer's phone within seconds.

The customer opens the text, taps the link, reviews the line items, and signs. The whole thing takes them under two minutes — often while you're still in the driveway.

Watch for three things on your end:

First, the SMS notification to your phone confirming the signature came through. Second, the pipeline stage flipping from "Estimate Sent" to "Estimate Signed" — visible even if you only check once a day. Third, the signed PDF in your inbox.

If any of those three don't fire within five minutes of the customer signing, text us directly. We monitor the first 24 hours of live traffic and respond fast. In testing, all three fire reliably within 90 seconds from signature to your notification.

The first week after launch is where you find the edges. Here's how they're handled:

Edge cases go to us, not you. If a customer can't open the signing link, if a document renders wrong on an older phone, or if a notification misfires — that's our problem to fix, not yours. Text us the issue and we'll have it resolved the same day. You don't troubleshoot tech. You run jobs.

Estimate revisions are simple. Customer wants to change the scope, swap out equipment, or split the job into phases? You text us the changes and we update the template and resend the signing link. We handle version control so there's no confusion about which estimate the customer actually signed.

If a customer calls you with a signing question, the answer is: "Check your texts, tap the link, it takes two minutes." That resolves the vast majority of questions. If they're genuinely stuck — older phone, no smartphone access — we have a backup process that gets them signed without slowing down the job. Let us know and we'll handle it directly.

Week one is about getting comfortable watching signed PDFs show up in your inbox without doing anything to make them happen. Most contractors find that adjustment easier than expected.

After week one, the system runs invisibly. You never log into a settings page. You never update a template yourself. You never troubleshoot a delivery failure at 9pm on a Tuesday.

When your labor rates change or you want to add a new service line to your estimates, you text us. We update the template, test it, and confirm the change is live — typically the same business day. No form to fill out, no support ticket queue, no waiting on a developer.

Signed PDFs land in your inbox automatically after every signature. Every signed estimate is also saved to the customer's record, attached to the correct job, so your office has a complete paper trail without anyone manually filing anything.

If you want visibility into open estimates — how many are pending, how many were signed this week, which ones went cold — that view exists in your pipeline and you can check it when you want. Or you can simply watch your inbox fill with signed jobs and let us handle the operational side entirely.

For the full estimate approval and e-signature service overview — including what happens after signature through payment collection — that page covers the complete system end to end.

This is a done-for-you service, not a software license. You hired us to run it. We run it.

The setup call runs 30 minutes. We walk through your existing estimate format, confirm the three items are ready, and lock in your go-live date. Most contractors schedule on Monday and are live by Wednesday.

The guarantee applies from day one: if the system doesn't recover $5,000 in signed estimate revenue within 60 days, you don't pay. That math isn't hard — ten $500 jobs that previously died waiting for a callback, now signed while you're still at the property, and the guarantee is covered.

Book your 48-hour setup call and tell us your current estimate format and average job size. That's all the prep you need. We handle everything between the call and your first live estimate going out 48 hours later.

Stop quoting jobs and waiting three days for a response. Get every estimate signed before you pull out of the driveway.