What happens when a customer accepts a quote?
You send a link; a while later a season cell says Paid · Card. Here’s everything that happens in between — useful to know because each piece leaves you something even when the customer stops halfway.
The link is live from the moment the quote exists
The unguessable link is the security boundary, so the customer can walk the whole flow — Quote, Your info, Payment — the moment you save it. Sending just delivers that link.
Your info creates the customer record
Finishing the Your info step writes the customer — so even an abandoned checkout leaves you a name and number to follow up. Matching is by email and phone: a returning customer is recognized and updated, never duplicated, and their property claim follows them. A colliding email or mobile stops with a clear message instead of silently rewriting anyone’s identity.
Accepting mints the invoice on the spot
The moment they finalize, the invoice exists and is emailed with a durable pay link — close-the-tab customers still have a working Pay now in their inbox. On your side the quote flips to Accepted, the chosen option is marked, and the invoice is linked right on the quote’s drawer.
Payment closes the loop on the season cell
Season payments are tracked per property and service. When the invoice is paid — instantly for card, after you confirm for cash or e-transfer — the season cell flips to Paid with the method, and the quote becomes Converted: fully settled, kept for the record.
A portal account comes free
The email they accepted with becomes their account — no password, no invite email to get lost. The confirmation screen offers to email them a sign-in code right there; if they skip it, they can sign in any time with just that email. See “How do my customers get access to their account?”.
The same pipeline runs for every quote — hand-built, bulk season renewals, or ones accepted months after sending. If something needs to change after acceptance, the invoice is the thing to edit; the quote is history.