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Customer Onboarding Flow

Status: Defined — Step 4 TBD · Last Updated: 2026-05-15

After the estimate is approved, the contractor sends the customer a link to a structured onboarding flow. The customer completes all steps before work begins. This replaces the fragmented email-chain + PDF + payment-link process most contractors rely on.

Trigger: Contractor finalizes the estimate → clicks "Send to Customer" → system sends email and/or SMS with a personalized link to the onboarding flow.

The Flow​

Step 1 — Review Invoice​

Customer receives the estimate and reviews all line items, scope, and pricing. They can ask questions or proceed to approve.

CTA: Approve & Continue

Step 2 — Card on File​

Customer enters their credit card. A $1 authorization is placed to verify the card. Card is stored securely for future invoices, change orders, and final payment — no re-entering details later.

CTA: Save Card & Continue

Step 3 — Sign Contract​

Customer reviews the contract (auto-generated from template + job scope) and e-signs directly in the browser. Signed PDF stored and linked to the project timeline.

CTA: Sign & Continue

Step 4 — TBD​

Not yet defined.

Post-Completion​

  • Project status updates to Active / In Progress
  • Contractor receives a notification
  • Timeline milestone recorded: "Customer onboarded — [date]"
  • Work can now begin

Open Questions​

  • What is step 4?
  • Is the invoice the same document as the estimate, or a separate one?
  • Can the customer request changes from within the flow, or is it approve-only?
  • Payment processor for card storage — Stripe, Square, other?
  • Is the contract auto-generated and sent immediately, or does the contractor review it first?
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