Recording Acceptance In Person or By Telephone

Availability: all plans

When the customer is not approving from their own estimate page, you can record their acceptance yourself in one of two ways. In person, the customer signs on your device. By telephone, you record your account of a call. The two are deliberately different on the record: a signature is the customer's own act, while a verbal authorization is your attestation and never claims a signature.

Before you start

The estimate must be sent and waiting for the customer's decision. Both controls are offered only then.
In-person acceptance needs permission to manage estimates.
Recording a verbal authorization needs its own permission, Record Verbal Acceptance. It is not held by every user by default, and an administrator decides who has it. If you do not have it, the button does not appear.

Steps: customer signs in person

Open Money, then Estimates, and open the estimate.
Select Customer Signs Here. The Customer acceptance window opens.
Hand the device to the customer so they can review the work and pricing.
In Customer name, enter the customer's name.
Have the customer sign in the signature area. Clear starts the signature again.
Select Record acceptance.

A signature is required here whatever your signature rules say. If it is empty, the page asks you to have the customer sign. The customer's signature is the authorization, and you are recorded as the person who presented it, not as the approver. When it works, the page confirms that the customer's signed acceptance was recorded.

Steps: customer agreed by telephone

On the estimate, select Record Verbal Authorization.
In Number called, enter the number you called. It must match the customer's primary phone or an additional contact number already on their record.
In Name as stated on the call, enter the name the person gave.
In Customer's authorization, verbatim, type the words the customer used. Do not summarize or pick prepared language.
Select Record my attestation.

The form is clear that this is your attestation of a telephone call, not a customer signature. Record only a call that happened. ServiceVisit stores who entered the account, the number called, the name given and the customer's own words.

Tips

The record for a verbal authorization states that the customer did not sign and no signature is claimed.
Either way, the acceptance appears on the estimate's Timeline and, with the right permission, in the Authorization Record. See the evidence guide.
If the customer would rather decide on their own time, use Resend and let them accept online.

If something goes wrong

If Customer Signs Here is missing, the estimate is not awaiting a decision.
If Record Verbal Authorization is missing, check that you hold the verbal acceptance permission.
If the number is rejected, add it to the customer's record first, then try again.
If the page says it could not record the acceptance, nothing was saved; try again.

How Estimate Approval Works — An estimate is only useful if the customer's yes is something you can point to later. ServiceVisit treats acceptance as a record, not a status change: when a customer approves, the system keeps what…
Setting Signature Rules for Estimates — A signature rule decides what a customer must do to accept an estimate online, based on what the estimate is worth. The rule says that at or above an amount, the customer must sign. You can add as…
Viewing and Exporting Acceptance Evidence — When an estimate is accepted, ServiceVisit keeps an authorization record of what the customer agreed to and how. The estimate page describes it as the immutable evidence of what the customer accepted…
Approving or Declining an Estimate Online — When a provider sends you an estimate, you can review it and respond from your own estimate page. You can approve it, sign to approve it, or decline it. Your approval is saved as a record of what you…
Manage Estimates — Managing estimates is the broad, hands-on level of control over estimate work. It covers the day-to-day handling of a quote: adding, changing and removing line items, sending an estimate and sending…