Cancellation notices, added from the job’s address

Which rules does Quotebird apply to an estimate?

Those of the place where the job is: Quotebird reads the estimate’s job address, then the customer’s, then yours. Nearly all of them protect consumers, so an estimate for a business goes without them.

Where a rule turns on something only you know, the estimate’s Job section asks it in one tap. A question you skip counts as the answer that protects the customer most, and never stops you sending.

When does the three-day cancellation notice go on?

When you met the customer at the property and the estimate comes to $25 or more. Quotebird prints the FTC’s statement in bold beside the customer’s signature and attaches two copies of the Notice of Cancellation with your name and address; the signed copy fills in the date and the last day to cancel.

States with wording of their own get it too, copied from the official text: California, Texas, Florida, New York, Pennsylvania, New Jersey, Connecticut, Indiana, Maryland and Delaware among them. California, New York, Connecticut, Maryland and Delaware have their own forms, which replace the FTC’s; Delaware’s statement prints in a color apart.

Do older customers get longer to cancel?

In California, Illinois, Maryland, North Dakota and Rhode Island, the estimate asks Is the customer 65 or older? once and keeps the answer on the customer record, with no date of birth. A Californian of 65 or older gets 5 business days instead of 3; in Maryland, home improvement sold at the home gets 7 instead of 5. Not sure, or no answer, gets the longer time.

Does Quotebird hold payment while the customer can cancel?

In New York City the link takes no payment for 3 business days unless the customer waives them, in their own handwriting, for an emergency they called you about: Quotebird keeps your photo of the statement. A California job of $750 or less that the customer asked for, with no deposit, is paid once the work is done. On a Kentucky insurance job, or an insured roof in South or North Carolina, payment waits until you record the insurer’s decision.

A hold with a date opens by itself and emails the customer the link; one that waits for the work opens when you send the final invoice.

What happens in DC, on Colorado roofs and in the other states?

In Washington DC, home improvement of $300 or more is agreed on your own DLCP-approved contract, so the estimate goes as a price only. A roof on a Colorado home, over $1,000, gets a bold statement that you hold payments in trust until the materials arrive or most of the work is done, and a 72-hour rescission clause; the law gives no wording, so those texts are ours.

Where Quotebird doesn’t print a state’s texts yet, the FTC form still goes on and Before you send says Some texts aren’t printed yet. Add the text or PDF once under Your notices in Settings and it prints on every estimate for a consumer there.

Can the customer sign before I start work?

Yes. For a job you’ll do on the spot, open the Invoices tab, tap New, then Start work. The customer reads the estimate on your phone with the right to cancel and its form, signs, and gets the signed copy by email. An estimate signed on your phone counts as made at the home, so the home rules apply.