How to Send Estimates for Online Approval in Supahandi

Online estimate approval gives your customer a clear way to say yes without printing paperwork, replying through a long text thread, or leaving approval details outside the job record.

Each business chooses one account-wide approval style in settings. That setting controls what customers see when they open an estimate.

Choosing Your Approval Style

Supahandi supports two estimate approval styles:

• Approve with a button: customers click a clear approve button on the public estimate page.
• Approve with a signature: customers draw or type their signature, then submit it to approve the estimate.

Choose the approval style that matches how your business works. Button approval is fast for simple jobs and repeat customers. Signature approval creates a stronger confirmation moment when the work needs a signed estimate.

Button Approval

Button approval is the simplest customer flow:

1. Send the customer the estimate link.
2. The customer opens the public estimate page.
3. The customer clicks the approve button.
4. Supahandi marks the estimate as approved.

After approval, the approval area no longer asks the customer to take action. The estimate shows as approved.

Signature Approval

Signature approval adds a signature step to the estimate:

1. Send the customer the estimate link.
2. The customer opens the public estimate page.
3. The customer reviews the estimate details.
4. The customer draws or types their signature.
5. The customer submits the signature to approve the estimate.

After the signature is submitted, the estimate shows as approved and the approval area disappears.

What Customers See

Customers do not need a Supahandi account to approve an estimate. They use the public estimate page you send them.

The page shows the approval option that matches your account setting:

• If your account uses button approval, customers see an approve button.
• If your account uses signature approval, customers see a signature area near the bottom of the estimate.

What Happens After Approval

Once an estimate is approved:

• The estimate status updates to approved.
• The customer no longer sees the approval prompt.
• The estimate can stay connected to the job, invoice, payments, and profit workflow.

This keeps the customer's approval tied to the same business record you use for the rest of the work.

Approving an Estimate Internally

Contractors can also approve an estimate from the authenticated invoice or estimate page.

Use internal approval when the customer has already approved the work outside the public page, such as by phone, text, email, or in person, and you need to record that approval in Supahandi.

Moving From Approved Estimate to Invoice

After an estimate is approved, you can keep the approved work connected to the invoice workflow. This helps you avoid retyping the same details and keeps the price, customer, project, invoice, payment, and profit record together.

For more details on billing, see How to Create and Manage Invoices in Supahandi.

Ready to get cleaner customer approvals? Send estimates through Supahandi so customers can approve online and you can keep the job moving toward invoicing and payment.