Customer communication
How to get customer approval by text or email
Delivery is most effective when the customer already expects the request and the document answers the basic questions before they open it: who is sending it, which job it concerns, what they need to review, and what happens next.
Explain the request before sending it
Tell the customer that you are sending a written description and price for review. If using SMS, follow the exact consent disclosure, receive an affirmative yes, and record that confirmation before entering the mobile number.
Make the document easy to decide
- Use the customer’s name and full job or service address
- Connect the request to the original job number when one exists
- Describe the scope in plain language
- Show quantities, units, price, tax, and total clearly
- Add a photo when it explains a condition better than text
- State any schedule impact or important limitation
Give the customer more than approve or decline
A legitimate question should not force a decline. A question or revision path lets the customer clarify the scope, request a correction, or understand the total before signing. Respond by updating the document and sending the revised approval.
Use reminders carefully
Automatic reminders are appropriate for a specific unanswered transactional request. They should not become marketing messages or continue after the customer signs, declines, opts out, or asks you to stop.
Put the approval in writing while the details are fresh
JustSignOff sends estimates, change orders, and service authorizations by text or email and keeps the signed PDF in one searchable dashboard.