Customer experience
What your customer sees
When you send a customer document link, your customer gets one page with everything they need to review and approve.
- The estimate or invoice with line items and totals
- Job photos and files you've attached
- Clear Accept / approve action (no account required)
- Optional signature or confirmation
Example approval view
app.sbsworkflow.com
Estimate #EST-001 · Boat engine service
Your shop name · Sent today
Diagnostic$85.00
Labor (2 hrs)$180.00
Parts$45.00
Total$310.00
[Photo thumbnails or “View photos” link would appear here]