Most of your customers aren't on Blue Seal, and they don't need to be. New job (on your dashboard) lets you set up a job for your own client, so you get the full toolkit (quote, schedule, time tracking, receipts, invoice) for every job you do, not just the ones that come through the platform.
Creating the job. Tap New job, describe the work, and enter your client's name. Their phone number and email are both optional: add the phone if you want to call them from the job page, and the email if you want to invite them. You can attach up to 8 photos of the job while you're at it. The job lands in your pipeline like any other.
No email? No problem. Booked it over the phone and never got an address? Create the job anyway. It runs as a solo job: quotes, time tracking, receipts and invoicing all work exactly the same. When you do get their email, tap Invite client on the job page and we'll send the sign-in link then.
Filling in the trade details. Trade-specific questions (unit type, symptom, fixture, and so on) sit on the job's Brief tab. On a job you created, you can fill these in yourself and tap Save details — handy when you took the details in person or over the phone.
Already agreed the price? Flip on "Quote already agreed — skip straight to the work" and the job opens as in progress with no quote step. Use it when you've scoped and priced the job in person and just want to run it; you'll invoice from the time and materials you log. Leave it off to send a quote first, the standard way.
Inviting your client. We email your client a sign-in link when we can, and you can always copy the link and text it yourself. Tapping it signs them straight into the job, with no password, no signup form, nothing to type. Once they're in, they see the job like any Blue Seal client: they can chat with you, accept your quote with a signature, approve change orders, and review and pay the invoice. From the job page you can resend the invite, fix a typo'd email, or revoke it (revoking kills the link immediately).
They don't have to join first. Even if your client hasn't clicked the original invite, when you send a quote or send an invoice we email it straight to them, with the full breakdown and a one-tap link. That link signs them in and drops them on the job, so they can review and approve the quote, or view and pay the invoice, without ever filling out a signup form. The whole job can run this way, driven entirely from the emails we send them.
Running it solo. If your client never joins, nothing is blocked:
What's different on a solo job: change orders and site-visit requests are off (there's no client to approve them, so bill extra work as an invoice line item instead), and a job whose quote acceptance was recorded offline doesn't produce Blue Seal reviews in either direction. The review system only counts work a verified client accepted in-app, and that's what keeps the badges and ratings meaningful, including yours.
If your client joins later, everything you recorded is visible to them in the job log, clearly marked as recorded by you before they joined.