Customer Quote Approval
Get quotes approved faster. Win more jobs.
Send professional quotes your customers can review, comment on, and approve online — no more chasing phone calls or waiting on emails. Close deals in minutes, not days.
Online Review Portal
Customers review quotes on their own time
Send a branded link your customers can open on any device. They see a clear breakdown of services, pricing, and terms — no app downloads or logins required. Professional presentation builds trust and wins more jobs.
One-Click Approval
Approve with a single tap
No printing, scanning, or mailing. Your customers tap one button to approve the quote and you get notified instantly. Fewer steps means faster decisions and less back-and-forth.
Approval Notifications
Know the moment a quote is approved
Get instant push notifications and email alerts when a customer approves, declines, or comments on a quote. Your team can start scheduling the job right away — no delays, no missed opportunities.
What our customers say
“My cleaners see their daily schedule, client notes, and directions on their phone. No more confusion or missed appointments.”
James T.
Operations Manager
FreshStart Cleaning
“So easy to use. We onboarded our entire team in one afternoon and never looked back.”
Emily C.
Team Lead
PristinePro Services
“The customer directory keeps every property's access codes, preferences, and history in one place. Our clients are always impressed.”
Tom B.
Owner
GreenSweep Cleaning
“Managing 3 crews used to take half my day. Now I do it in 15 minutes with Homitask.”
Jason K.
Owner
GreenScape Pro
“Route planning on the map saves us fuel and fits more properties into every crew's day. Huge difference.”
Laura T.
Owner
TurfMasters
More tools to grow your business
Quoting & Estimates
Build accurate quotes with pre-set pricing, service packages, and line items.
Learn morePayment Processing
Collect deposits or full payments online as soon as a quote is approved.
Learn moreReady to simplify your scheduling?
Stop wasting hours on paperwork. Start scheduling smarter and get back to growing your business.
Frequently asked questions
How does the customer receive the quote?
You send the quote via email or text message. Your customer gets a branded link they can open on any device — phone, tablet, or computer. No app download or account creation is needed.
Are the digital signatures legally binding?
Yes. Homitask uses industry-standard e-signature technology that is legally binding under the ESIGN Act and UETA. Every signature is timestamped and stored securely with the quote for your records.
Can customers request changes to a quote?
Yes. Customers can leave comments and questions directly on the quote. You get notified instantly, can make adjustments, and send an updated version — all within the same thread.
What happens after a quote is approved?
You receive an instant notification. From there you can convert the quote to a job with one click, schedule it on your calendar, and even send an invoice or collect a deposit right away.
Can I track which quotes are still pending?
Absolutely. Your quote dashboard shows every quote by status — draft, sent, viewed, approved, or declined. You can filter, sort, and follow up on pending quotes without anything slipping through the cracks.
Is there a limit to how many quotes I can send?
No. All Homitask plans include unlimited quotes. Send as many as you need — there are no per-quote fees or hidden limits.