Online Estimate/Order Approval

What is Order Approval?

A simple ServiceMonster add-on available in the MarketPlace that allows users to email or text their customers a link that shows their order information and allows them to accept or decline the proposed work.  While primarily designed for sending estimates or quotes, this feature will work with other order types as well if you have progressed further into a work order and need approval before completing the job.

Why is this useful?

Gone are the days of waiting for a client to print off your proposed order, sign the document, and then either scan or fax the signed copy to your office before work can be done.  Now, simply send your estimate/order electronically via ServiceMonster and allow your client to view and either approve or decline your proposed work!  This feature also creates a simple email notification after approval/decline that then allows instant follow up to either schedule or update the order.  Lastly, enjoy tracking your current approval status within ServiceMonster to always know what stage in the process your approval is in!If this excites you then learn more below!

Setup

Navigate to the Marketplace, and click Order Approval

Click on the Configuration settings tab and select Enable Feature to activate the approval page.

Choose your settings for link expiration and email notification and remember to save any changes.

The 3 Options for Setting Up the Link

Option 1- Send Email from a template

Create or edit an email template to send to customers using the ‘ORDER: APPROVAL LINK’ merge field. The merge field will send a link that says ‘Click here to view and approve your order’ to the customer with their invoice information, and a page for them to fill out their credit card and billing info.

Create an Email Template

Go to the Settings page and select select Templates

Select the Email Templates

Choose an email you would like to add the approval link to, or create a new email template to do so.

Create or modify your phrasing to introduce the approval link

Leave your cursor in the desired spot of your template

Select Advanced Options (looks like a tag)  

From the drop-down, select Order: Approval Link

The link will now be inserted into the template

Save

Example Template

Option 2 - Send Email without a pre-made template

If you choose not to create an email template, you can just add the same merge field [ORDER_APPROVAL_LINK] directly to an email from the order screen, and it will email the customer with a link that says ‘Click here to view and approve your order’.  Always be sure to preview the email before sending to verify formatting.

Option 3 - Send SMS with templates

Open Settings, then click on Templates

Select SMS Templates Tab

Select New SMS Template Button or edit an existing template.

Create the template

Name the Template, type in your message, add the appropriate Merge Field For the approval link use: Order: Approval Link SMS

See the example below:

or copy (Ctrl + C) this messaging from here into your template:

Dear [FIRST_NAME],Thank you for the opportunity to provide you with our exceptional level of service. You will find the recent quote attached for your review. [ORDER_APPROVAL_LINK_SMS][COMPANY_NAME], [COMPANY_PHONE]

5. Save! There you have it!  Your SMS template is all set to go.

How to Send the Templates to Your Customers

Here are the locations where you may send the templates from.

Email:

Desktop ServiceMonster 6 or onTrack 6: Send from the Order or Schedule (Job box)

Mobile App: send using the email template from the Order or the Job screens (email button)

SMS Texting:

Desktop: From the Schedule (Job box)

Mobile App: From the texting order or job page click the text bubble icon next to phone number desired and select your SMS template.

What Happens After You Send The Link

First and foremost, your approval status will show as "sent" both on the order and on the order list.

Your customer will receive the email or text message.  When they click the link they will be taken to a page showing them their order, which will include any discounts and tax, if applicable. After viewing the order they then will have the option to either accept or decline the work.

If they accept, a separate screen will pop up requiring initials to be entered as another layer of verification.

Once the Customer Accepts or Declines--- What now?

When an option is chosen:

If you have chosen to receive an email notification back in the setup (first step at the top of the page), then you will be notified of the status change so that you can follow up asap!

The approval status will also update on both the order itself and the order list.

Order page:

Order Grid:

Different symbols can appear in the Approval Status grid, including:
The eyeball: Shows that the Estimate has been "Viewed"

The letter: Shows that the Estimate has been "Sent"

The checkmark: Shows that the Estimate has been "Approved"

The red X: Shows that the Estimate has been "Declined"

You are good to go!  Now your orders can be approved online and you save valuable time that can be spent on pursuing more sales opportunities!