A tidy front door for your customers.
Customers open a private link to review quotes, approve work, pay invoices, and ask for more work. No account to create, no app to download.
- Spring cleanup$180
- Hedge trimming$190
- Mulch, installed$220
Total$590.00
Approve quote ApprovedDecline- Spring yard refresh$590.00
- Tax$35.40
- Paid Sep 25−$295.00
Fewer phone calls.
Customers find the quote, the invoice, and the balance on their own.
Faster yeses.
Approve or decline from a phone in the time it takes to read it.
Faster payments.
Pay by card or bank from the invoice link once online payments are active.
Approvals
One tap to say yes.
A customer opens the quote you sent, reviews each line, and approves or declines that revision. You see the response right away, ready to schedule.
- Works on any phone or computer
- Approve or decline in one tap
- Response recorded on the quote
- Spring cleanup$180
- Hedge trimming$190
- Mulch, installed$220
Total$590.00
Approve quote ApprovedDeclineMore work
Happy customers can ask for more.
From a quote or invoice link, existing customers can send a request for more work. It lands on your Home screen under customer requests, tied to the right customer.
- Requests tied to the customer record
- Shows up on your Home screen
- Quote it from the customer’s record
Can you also clean the gutters on the garage? Same visit is fine.
9 Birch Ct
Private by design
Private links, for one customer.
Each link opens the quote or invoice you sent, along with that customer’s other invoices and their appointments. Links expire, and you can revoke one at any time. Your internal notes never appear in the portal.
- Scoped to one customer
- Expiring, revocable links
- No customer account or password
How it works
Three steps. No training day.
Send the link
Share a quote or invoice by email or copy its private link into a text.
They take care of it
Your customer reviews, approves, pays, or asks for more work from their phone.
You see it right away
Approvals, payments, and requests show up in JobSigner, attached to the customer.
Questions
Portal, answered.
Do my customers need an account?
No. Each quote or invoice has its own private link. Anyone with the link can open it until it expires or you revoke it.
Can customers pay from the portal?
Yes, by card or bank (ACH) once your business has completed Stripe activation. They can also download a PDF of the invoice.
What do customers see?
The quote or invoice you sent, their other issued invoices and receipts, their appointments, your business details, and a box to ask for more work. Internal notes, other customers, and your other records are never visible.
Can customers request new work?
Yes. Existing customers can send a work request from a valid quote or invoice link. It appears in JobSigner as a customer request.
Ready when you are
Put your name
on less paperwork.
Start with a few jobs alongside the way you work today. Keep your current software, spreadsheets, or paper running until you’re ready to switch.
14-day free trial. No card needed. If you add one, your selected plan starts billing automatically when the trial ends unless you cancel before then.