One link for everything your customer needs
Share a single link where customers can approve quotes, see job progress, and pay invoices. No logins, no confusion.
Value proposition
Quote approval flow
Send quote link, customer approves, job auto-creates.
Journey signals
Guide the customer through every milestone without extra friction
Keep the same before, during, and after rhythm that makes the reference template effective for sequential workflow storytelling.
Step 1
Generate a client link
for the customer
Step 2
Share via text or email
with relevant updates
Step 3
Customer approves or pays
without creating an account
Step 4
Actions sync to JobsiteOn
automatically
Module 1
Quote approvals
Customers approve quotes with one click—no account needed.
- Online acceptance
- Signature capture
- Deposit collection
Module 2
Job progress
Show customers what's happening with their job.
- Status updates
- Photo sharing
- Timeline visibility
Custom policies
Keep policy, handoffs, and field visibility in separate modules
Every phase of the journey gets its own distinct section identity instead of blending into one repeated card rhythm.
Workflow 1
Quote approval flow
Send quote link, customer approves, job auto-creates.
- Link sent automatically
- Approval notification
- Job creation
Workflow 2
Post-service payment
Send invoice link after service for easy payment.
- Invoice attached
- Payment processed
- Receipt sent
Proof 1
One link per customer
Simplify customer access
Proof 2
Easy approvals
Approve quotes without logging in
Module 3
Invoice and payment
Customers pay directly from their link.
- Invoice access
- Payment options
- Receipt delivery
Module 4
Communication
Customers can message your team from their link.
- Direct messaging
- Question submission
- File sharing
“Switching to JobsiteOn for client links gave our team the visibility we were missing. One link per customer alone saved us hours every week — and now everything from the first quote to the final invoice runs through one system.”
One platform for every part of your operation
Platform
Send quotes that close—without slowing down the job
Build accurate quotes in minutes using your JobsiteOn pricebook, add photos and options, then send a customer-ready link to approve. When it's accepted, turn it into a job—no re-entry.
ExplorePlatform
Invoice the moment the job is done
Stop waiting until the end of the week. Create invoices from completed jobs, send them instantly, and keep every document tied to the job record.
ExplorePlatform
Get paid without the payment friction
Accept cards and ACH with automatic receipts. Customers pay from invoice links or on-site. Payments reconcile to jobs automatically.
ExplorePut client links into one connected workflow
Use the same quoting, job, invoicing, and reporting system across the office, the field, and the customer experience.