Digital signing, real-time view tracking, automated follow-ups, and one-click conversion to a scheduled job. Stop chasing customers — let the software do it.
Know when they're reading. Follow up automatically.
Every time a customer opens your estimate, you see it in real time. JobVivi automatically sends follow-up messages at the right intervals — so you never lose a deal to silence.
Real-time "opened" notifications
Configurable follow-up schedules (Day 3, 7, 14)
Email and SMS follow-up channels
Auto Follow-Up — EST-0248
Day
0
Estimate sent
Delivered via Email + SMS — today at 9:14am
Sent
Day
3
First follow-up
"Just checking in on your estimate — any questions?"
Sent
Day
7
Second follow-up
"Hi! Wanted to follow up on your landscaping quote."
Pending
Day
14
Final follow-up
Last reminder before closing the estimate.
Scheduled
How it works
From first meeting to signed deal.
1
Build from templates
Start with saved service templates or build custom line items. Add footer notes and your Terms of Service.
2
Send via email or SMS
Deliver a professional estimate link directly to the customer's inbox or phone — no app download required.
3
Customer views and signs
Customers open the mobile-friendly estimate page, review line items, and sign digitally in under a minute.
4
Convert to Job instantly
One click converts the signed estimate to a scheduled job with all details pre-filled. No duplicate data entry.
What’s included
Built to close more deals.
01
E-Signing
Customers sign estimates digitally from any device — no printing, no scanning, no delays.
02
View Tracking
See exactly when a customer opened your estimate. Get notified and follow up while you're top of mind.
03
Auto Follow-Up
Configurable Day 3/7/14 follow-up sequences via email and SMS — sent automatically, personalized by name.
04
1-Click Convert
Turn a signed estimate into a scheduled job in one click. All line items, notes, and customer info carry over.
05
Service Templates
Save your most common services as templates. Build new estimates in seconds, not minutes.
06
PDF Export
Download or email a professional PDF of any estimate. Branded with your company details.
07
Pipeline Stages
Track every estimate through Sent → Viewed → Signed → Converted stages from your dashboard.
08
Footer & ToS
Add custom footer messages and Terms of Service to every estimate. Protect your business.
Works seamlessly with
From estimate to invoice in one flow.
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