Send a change order for sign-off

Open the saved change order. The Send for sign-off card is under the lines.

1. Who signs off: pick the customer. Their phone and email show next to their name. Not there? Tap Add another contact and add their name, role, email or phone.
2. Tap Email or Text.

The change order is sent, out for sign-off, and the customer gets a link to their page. One person signs off on each change order.

Email

Email sends the link to their email now. It is grayed out when they have no email on file.

Text

Text goes one of two ways:

• From your company's Quo number, when Quo is connected. Changed sends it right away and says Sent from your Quo number.
• From your own phone, when Quo is not connected. The change order goes out for sign-off and the page shows a big Open Messages button: "Tap to open Messages. Your text is ready to send." Tap it, check the text and press send.

On your own phone, the change order then says Messages opened on your phone. It does not say sent, because only you can see whether you pressed send. See Text the link from Quo or your own phone.

Text is grayed out when they have no phone number on file, or when they replied STOP.

Send it another way

Until the customer signs off, the same buttons show under their name:

• Email, to send the link by email again.
• Text, from your Quo number, or from your own phone.
• Copy link, to copy the link and send it any other way.

Texted it and it did not arrive? Tap Email too. Under the customer's name you see how it last went, whether it was delivered, and the provider's words if it failed. Each try is on the timeline.

If email is not set up yet, Changed says so (send it by text, or copy the link), and the timeline says it would have sent, never that it did.

If the customer replies STOP

They are not texted again, and Text is grayed out for them. Changed switches their link to email when it has one. Otherwise tap Copy link and send it another way.

Check that they signed off

Open Change orders in the menu. Everything you sent that is still waiting is under Waiting for sign-off, with when it went and whether they opened it; tap Send again to send the link another way. Once they sign off it moves to Signed off with a green check. A send that failed shows under Needs you. See Status words and voiding.

After they sign off

The change order is signed off, the job total moves, and the signed PDF goes out. On a Jobber job the lines go back to Jobber. If they ask for changes, the change order shows it with their note, and you can edit it and send the new version, or void it.