Approvals and signatures: 3 questions answered

Getting a customer to say yes in writing: estimate approval, e-signature and service agreements.

Every answer starts with the short answer, then the reasoning, then an honest status note on what Apex Flow Scheduler does about it.

This area holds 3 answered questions: 3 were returned by public search suggestions when we collected them, and 0 were written by us from research on common owner problems. Of the 3 answers that involve Apex features, 3 involve at least one feature that is still rolling out, in progress or planned. Each answer page names the Apex features involved and shows a status badge computed from our feature audit, so you can see how much of the answer is built today.

All questions in this area

• Is a signed estimate a contract?A signed estimate can function as a contract when it states the scope of work, the price and the terms, and the customer accepts it in a way that can be proven. A rough number the customer only glanced at is weaker. Rules vary by state and by project size, so a lawyer should review your template.
• How can a business avoid disputes with customers?Avoid disputes with three habits: write the scope before work starts, photograph the site before and after, and get the customer's acknowledgement when the job ends. Each habit creates a record that settles a disagreement quickly, often before the customer raises it.
• How do I make sure I do what the customer actually asked for?Make sure you deliver what the customer asked for by recording the request in their own words, reading it back to them, and attaching it to the job so the crew sees the same text. Most misses come from instructions that live in one person's head or in a lost text thread.

Other process areas

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