What Your Client Sees

Your Client doesn’t need an hrglass account. They open the link you sent and see your estimate as a web page. Want to check it before you send? Scroll to Client Preview on the estimate.

What’s on the Page

Your business details and their contact information.
The Project Description, Timeline and Estimated Budget.
Included Services & Tasks: every item with its price, then the subtotal, taxes and Total Estimated Cost.
Optional Add-Ons, if you offered any.
Your Notes, if you added any.
Contract Terms, if you attached a contract.

Choosing Add-Ons

Each optional add-on has a checkbox. Your Client ticks the ones they want, and they’re listed under Selected add-ons. Their picks go in with their acceptance.

Accepting the Contract Terms

If the estimate has a contract, your Client has to check I accept the Contract Terms before they can accept the estimate.

Accepting or Declining

At the bottom, under Ready to move forward?, your Client clicks:

Accept Estimate: the status changes to Accepted and they see Estimate Accepted! You get a notification. Depending on your settings, hrglass turns it into a Project. See Turning an Accepted Estimate Into a Project.
Decline: the status changes to Declined, and you get a notification.

These buttons only show while the estimate is Pending. See Sending an Estimate.

If the Link Has Expired

Links last 30 days. An expired link shows This Estimate Link Has Expired, with a Request New Link button. When they click it, you get a notification. Renew the link and send it again.