Quote Approval And Booking
Send a link so customers can approve the quote and pick a booking slot. No account for them, one clear job record for you.
What It Is
Quote Approval And Booking covers two connected steps after you price the work. First the customer opens a link, views the quote, and approves it. Then they can pick from the free slots you offer so the diary fills without calendar tennis.
Both steps sit on the same job in Total Tradesmen. Office and van see the accepted lines and the booked time in one place.
Quote Approval Links
Send a link so the customer can view and approve without creating an account or installing an app. They tap approve and you are booked in on the system, not only in a WhatsApp thread.
- Clear view of the quote they are accepting
- Approve action that updates the job status
- Works on a phone in the evening when most decisions happen
Customer Comments On Quotes
Customers can add notes or questions when they respond. You see the full picture before you order materials or lock a start date. That cuts surprise changes on the day.
Customer Date Selection
Offer the slots you are free and let customers pick what suits them. When they choose, the approved quote becomes a job on that time automatically, so acceptance and scheduling stay tied together.
- Only publish real availability from your diary
- Respect engineer working patterns and travel
- Confirmation goes out with the window and site details
How The Flow Works
- Finish the quote on the job
- Send the approval link
- Customer approves and can leave a comment
- Customer picks a free slot (or you book after deposit rules)
- Job sits on the diary with the same quote lines
Who It Is For
Solo trades and small teams who lose time chasing yeses and then chasing dates. Domestic customers especially like deciding on their phone without a call during work hours.
Why Trades Use It
Verbal yeses get forgotten. PDFs get lost. Self-serve approval and booking turn a priced job into scheduled work with a trail you can trust when someone asks what was agreed.
For the practical how-to angle, see getting quotes approved online and letting customers pick a booking slot.
Questions people usually ask
Straight answers about this feature.
Do customers need a Total Tradesmen login?
No. They use the quote link to view, approve, comment, and pick a slot without creating an account.
Can I require a deposit before they book a slot?
Yes. Many firms unlock booking after deposit or acceptance rules you set. Keep that policy clear on the quote message.
What if they approve but want to change the scope?
Send a revised quote. Do not silently change an approved total. Comments on the quote help you catch that early.