The customer signs the document they were looking at. That signature locks the pricing, turns the proposal into the contract, and starts the job.
Three Ways To Get A Yes
Sign at the table, sign by link, or record a verbal approval. All three move the deal forward; they differ in what's on file, and the app never claims a signature it doesn't have.
At the table, the customer signs on your device. By link, they open a hosted page on their own phone and sign there. A verbal approval — a phone call, a handshake — is recorded as exactly that, and shows a speech-bubble badge rather than a signature glyph, so nobody later mistakes it for a signed document.
- On-device signature — sign at the kitchen table.
- Hosted sign link — they sign from their own phone.
- DocuSign, if that's your workflow.
- Verbal approval is recorded honestly as having no signature on file.
Pro tip: Close at the table when you can. A proposal signed in the room closes at a far higher rate than the same proposal emailed and followed up on.
What They See Is What They Sign
The document the customer signs is the document you previewed — the same builder renders the on-screen preview, the PDF, and the hosted web page. There is no separate print version that might say something different.
Both parties can sign. The customer's signature is captured on-device or through the hosted link, and you can put a real drawn contractor signature on the same document rather than an auto-stamped name.
- One renderer for preview, PDF, and the web page.
- Two-party execution — the customer signs and so can you.
- Remote signatures reconcile back into the app automatically.
What Signing Sets In Motion
The document becomes the Contract and goes read-only. The payment schedule is created. The deposit invoice is drafted for you. The work moves into Jobs carrying its drawing, customer, and scope.
From there, changes go through change orders. An approved change order adjusts the contract total automatically; the contract itself is never edited after the fact.
- Pricing locks and the contract goes read-only.
- The payment schedule is created at signature.
- The deposit invoice is drafted. It sends on its own only if you turn that on in Settings, Getting paid, Invoices & terms.
- Later changes are change orders, not edits.
The Deposit Gate
Money should arrive before production does. If a job hasn't collected its deposit, scheduling it stops and asks: open the job to collect, or waive the deposit and schedule anyway.
Waiving is a deliberate act, not a default. That's the point — it means every unfunded job on your calendar is there because someone decided to put it there.
- Scheduling is blocked until the deposit is collected.
- Collect from the job's Money tab, or waive explicitly.
- The gate applies wherever you schedule: the list, the board, the schedule and the job page.
Pro tip: Let the gate do its job. The deposit conversation is far easier the week they signed than the week you're already three days into their kitchen.