Approving a quote by email

When your service company sends you a quote for approval, you receive an email with a secure link. Clicking that link opens the quote directly — no account, password, or sign-in required.

The link is unique to that quote and to your email address. It is valid until the quote's expiry date. Once you approve or decline, the link shows a confirmation page and cannot be used again.

1. Open the email from your service company and click the View & approve quote button (or the link in the email body).
2. Review the quote: description of work, line items, quantities, and total including VAT.
3. If you are happy to proceed, click Approve quote.
4. Enter your name in the confirmation box and click Confirm approval.
5. You will see a success page confirming the quote has been approved. A copy of the approval is emailed to you automatically.

Your service company is notified immediately and will be in touch to schedule the work.

1. Click the link in the email to open the quote.
2. Click Decline quote.
3. Optionally enter a reason (e.g. "Too expensive", "Will use a different supplier"). This is shared with the office team.
4. Click Confirm decline.

The service company is notified and the quote is marked as declined on their system. No work will be scheduled.

If you changed your mind after declining, contact your service company directly — they can issue a new quote.

Quote approval links expire on the quote's expiry date. If you click the link after it has expired you will see an "This quote has expired" message.

Contact your service company and ask them to reissue the quote with a new expiry date. They can do this from the office panel with a single click.

Once you approve a quote:

• The office is notified instantly and the quote status changes to Approved.
• The office schedules a job and assigns a technician.
• When the work is complete, an invoice is raised and you will receive it by email.
• You can view the invoice and the full job history in the client portal if you have an account.