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If I'm taking reservations in person, how would I do this without sending them an email?
If I'm taking reservations in person, how would I do this without sending them an email?

Here's how you can manually move a project into a 'Signed Contract' status if your client signs in-person.

Colin Connor avatar
Written by Colin Connor
Updated over 2 months ago

Let's say your client is in your store and wants to sign the contract for you in-person.

First, build the project as you normally would (so that conflicts and usage calculate correctly).

You can quickly and easily print your unsigned contract by selecting 'Print' in the top right of the Project, and click 'Unsigned Contract'

Then, once they've signed the contract, click the little drop-down arrow next to the project Status and move it manually into 'Contract Signed'

Finally, you can add a scan of the signed contract into the Files section of the project

If your client is paying in person, you can record these payments as an Offline Payment.
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