Chapter 9

The homeowner signs

What the homeowner sees on their phone: choosing an option and signing, co-owners included.

HomeownerPro and Storm plans

This is what the homeowner sees. It helps to know it, so you can walk them through it on the phone or at the kitchen table.

Read and choose an option

Read and choose an option · 12 s, no soundHomeowner

Proposal on a phone: Your roofing proposal, prepared for the Whitfields, with the project overview — The homeowner opens the link on their phone. No account or app needed.

Better option card chosen, with its total — 1They compare the options and tap Choose on the one they want. Show details lists what's included.

Notice of cancellation box on the proposal — The terms, warranty, payment schedule and notice of cancellation are on the same page, before anyone signs.

Both owners sign

Everyone marked as a signer signs in their own box: on the same phone one after the other, or each on their own phone with the same link.

Both owners sign · 21 s, no soundHomeowner

Signing form for Dana Whitfield with the typed signature preview — 1Each owner signs separately, on the same phone or their own. A typed name is the default.

The electronic signature consent checkbox, ticked — 2Before signing, each person agrees to use electronic records and signatures.

Chris Whitfield's form with a drawn signature — 3Or they can draw a signature with a finger.

Signed by everyone banner with the contract number, cancellation deadline and Download signed PDF link — 4When the last person signs, the contract is complete. They can download the signed PDF straight away.

For each signature, ShingleSync records the name, email, method (typed or drawn), consent to sign electronically, the time, the IP address and the browser. These go on a signing certificate at the end of the signed PDF.

Once someone signs, the option is locked. If the homeowners change their minds, void the proposal and send a new one.