Send signed contract invites to customers for sold appointments
Send signed contract invites to customers for sold appointments
Your sold appointment form responses leave contracts unsigned and start dates delayed. You receive signed contract invites and a job note so paperwork finishes same day.
Overview
Stop waiting days for signed contracts after a sold appointment — this flow builds the right template, issues a signature invite to the customer, and logs the document on the job record. That means billing and dispatch can act on signed paperwork the same day.