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The customer's link

Customers never need an account. Everything they do happens on a link the business sends — by email from the app, or copied and texted.

• Approve or decline an estimate, with the total, line items and deposit in front of them.
• Pay now by card, for the deposit or the balance; a receipt follows by email.
• See their history and request a visit from their portal; a request lands in the office's inbox to be booked or answered.

If a link has expired, the office sends a new one (Resend on the estimate). The link is personal to that customer and that estimate; do not forward it.