How Customers Pick Optional Add-Ons When Accepting
After reading this, you will know exactly what your customer sees when they open an estimate that includes optional add-ons. Rundo splits the estimate into Included items and Optional Add-Ons. The customer ticks the boxes for any add-ons they want and the total updates in real time before they approve.
Customer opens the estimate link
The customer clicks the link in their email or text. They land on the Rundo approval page with your branding and their items.
Required items show first
The Included section lists everything that must happen for the job. The customer cannot deselect these.
Optional items show with checkboxes
Below the required section, each optional add-on is a tappable row with a checkbox, the description, and the price including tax. Tapping the row toggles the checkbox.
Total updates as they choose
The Total at the bottom and the Approve button both update live as the customer ticks add-ons on or off. No page reload, no hidden math.
If any add-ons are unticked, a confirmation appears
When the customer clicks Approve with any add-ons declined, Rundo shows a confirmation modal listing what is being left off and the total without them. The customer clicks Confirm and accept or Go back to review.
What gets saved
Rundo records exactly which add-ons the customer accepted and the final total. You can see this on the estimate detail page in the dashboard, including a Plus add-ons line in the totals.
Pro tip
If the customer accepts every optional item, no confirmation modal shows. The modal only appears when they are leaving something off, and it only lists the declined items. There is no guilt-trip language, just a clear summary so they do not accept by accident.
Need more help?
support@rundo.ca