What the customer sees on the link

The link opens a page with the work order in the customer’s browser: services, parts, prices, photos and status, plus your name and phone (the ones in Details for customers). They don’t need an account or the app.

View the order: Every link shows the work order. That’s the minimum; it can’t be turned off.
Approve or decline: While the order is a Quote, the customer answers on the link itself. When declining, they can write a reason.
Comment: The customer’s questions and notes go into the order’s comments.
Rate: Once the order is completed, the customer gives 1 to 5 stars.

The link comes from the work order itself, once it’s saved.

With the share button

Open the order and tap the share icon at the top of the screen.
Send to the customer opens, with a sentence saying what the customer can do and how long the link lasts. The app reuses the link that is still valid or makes a new one that lasts 7 days.
If the customer has a phone, tap Send on WhatsApp: the chat opens with the message and link ready. For another app, tap Send another way.
Without a phone, the button is Send the link, which opens the phone’s share menu.
To paste the link somewhere else, tap Copy the link.

From the order menu

In the … at the top of the order, Copy link copies the same link, and View PDF opens the order’s PDF to send or print.

Choose what the customer can do

A new link starts as View, approve and comment. Pick View only when the customer just needs to follow along, for example on a job already agreed by phone.

On the order, tap the share icon.
In Send to the customer, tap … (Link options), then What the customer can do.
Pick View, approve and comment, View and approve, View and comment or View only.
The app makes a new link with that choice. Send that link to the customer.

How long the link lasts

Every link expires. After that, the customer sees a notice that access has expired.

Options

7 days: Default. Fits most quotes.
14 days: For customers who need to check with someone before approving.
30 days: For long jobs, where the customer follows the order until delivery.

Pick how long it lasts

In Send to the customer, tap …, then Change how long it lasts.
In How long should it last?, pick the period.
The app makes a new link with that period, and the sentence on the screen shows the date it’s valid until.

See the customer’s answer

What the customer does on the link shows up on the order itself, without you having to ask.

What changes on the order

Approved: The order moves to Approved and a comment records the approval.
Declined: The order moves to Canceled and the comment has the reason, if the customer wrote one.
Commented: The message goes into Comments, tagged as Customer.

Reply to the customer

On the order, open Comments and write. With the Team only switch off, the customer also sees the reply, on the order link. Turn the switch on when the note is just for the team.

Turn off a link

Turn it off when the link went to the wrong person or the order shouldn’t be seen anymore. The link stops working right away, even before it expires.

On the order, tap the share icon.
In Send to the customer, tap ….
Tap Turn off the link and confirm.

Phone alerts

When the customer answers on the link, PraticOS sends a notification to your phone.

When an alert arrives

Approval: The customer approved the quote.
Decline: The customer declined, with the reason, if they wrote one.
Comment: The customer sent a message.
Rating: The customer rated a completed order.

Who gets it

You, as the account owner. If someone works with you, the person responsible for the order, whoever created it and anyone with the Administrator, Manager or Supervisor role get it too.

Customer rating

When the order reaches Completed, the same link starts showing the rating. It’s a good moment to send the link again, along with word that the job is done.

Mark the order as ready (Completed).
The customer opens the link and picks 1 to 5 stars.
If they want, they write a comment of up to 500 characters.
The rating shows on the order and you get the alert.

FAQ

Does the customer need an account?

No. They open the link in the browser on their phone or computer and see the order right away.

Can I tell whether the customer opened the link?

Not in the app yet. You find out when they approve, decline, comment or rate.

If I share the same order again, does the link change?

Not while the link is valid: the app reuses it. A new link is only made when the previous one expires or is turned off, or when you tap Make a new link, change how long it lasts or what the customer can do.

I sent the link to the wrong person. Now what?

On the order, tap the share icon, then … → Turn off the link, and send a new one to the right customer.

Does the link show prices?

Yes. The page shows the services, parts, discount and total of the order.

The customer declined by mistake. Can it be undone?

Declining moves the order to Canceled. Agree with the customer and change the status right on the order.