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Improves quote approval

#78
Quotes

The problem

"Approve button on quote."

  • Office approval hid in an unlabeled menu.
  • Opening a link with a saved card approved it.

What we considered

  1. A
    Shipped
    A

    Visible Mark approved button

    • Easy to find; records how.
  2. B
    B

    Status pill as menu

    • Smaller header; harder to discover.
  3. C

    Approve from the pipeline

    • Fast; hides quote details.
  4. D
    D

    Approve first, then pay

    • Clear steps; one more screen.
  5. E
    Shipped
    E

    One combined approve button

    • Fewer taps; words say what happens.
  6. F
    F

    Pay with saved methods

    • Quick; not built yet.
  7. G
    G

    Choose a first method

    • Fees up front; not built yet.

What shipped

  • Mark approved sits beside Send.
  • Customers approve and pay the deposit with one button.
  • Jobs wait until the deposit is paid or waived.
  • Dispatchers can now mark quotes approved.

Quotes are approved only on purpose. The office records a phone yes quickly, and nothing is scheduled before the deposit.

quotespaymentsweb