How to Sign an Estimate in Move Right

Objective

The objective of this SOP is to guide team members on how to sign an estimate in MoveRight accurately and efficiently.

Key Steps

1. Generate the estimate by clicking on Plus Estimate.
2. Send the estimate to the customer by clicking on Send Estimate.
3. If the estimate has been sent but not signed, click on the three dots on the right side and select View as Employee.
4. Review the terms and conditions, ensure the total is correct, and click Start.
5. Sign your name in the signature box and click Finish.
6. Close the dialog and click View as Employee.
7. The customer will then review the information, sign the estimate, select the date, and click Finish.
8. Once fully signed, the estimate will be sent to the customer and the individual who signed it.

Cautionary Notes

• Ensure all terms and conditions are understood before signing.
• Double-check the total amount on the estimate before finalizing.

Tips for Efficiency

• Familiarize yourself with the terms and conditions beforehand to expedite the signing process.
• Encourage customers to review and sign estimates promptly to avoid delays in the workflow.