Payment built in
Customer completes
Kitchen refresh · project deposit
$500
The configured payment is collected before the customer leaves the flow.
Shown when the saved customer condition is met
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Quotes & payments
Also available in the Contractor Client Growth System packageSend your prepared quote for approval and collect the agreed deposit or payment through Stripe. Give customers an easy way to ask for changes.
This blueprint is your starting point. Keep the design and make a few changes, or customize the questions, content, and workflows for your business.
Our setup guarantee
Your system, branded for your business and ready for your review. If we miss the 48-hour deadline, you can claim a full refund of your setup fee.
100%
setup fee back
48-hour setup promise
The 48-hour clock starts after payment when you share your website or brand materials and grant build access. These are elapsed hours, including weekends. The promise is a setup ready for review; publishing follows your approval. We guide you through any account connections needed for live delivery. Request the setup-fee refund through Contact Support if we miss the deadline. Your AuraForms subscription and usage charges are separate.
Thissystemmovesthecustomerfromansweringquestionstocompletingtheconfiguredpaymentordepositinonecontinuousexperience.
Revenue is part of the workflow
The valuable next step happens before the customer leaves for another tab or another day.
The commercial path
Connected to the submissionCustomer completes
$500
The configured payment is collected before the customer leaves the flow.
Shown when the saved customer condition is met
The submission and payment stay connected
The business can see who submitted, what they selected, and whether payment was completed without reconciling a separate checkout by hand.
Preview transactions are simulated. Live collection requires the owner’s Stripe connection.
System instructions
These instructions capture the intended customer experience, business context, and next-step workflow. Copy and adapt them, or add the complete system to your workspace above.
Send your prepared quote for approval and collect the agreed deposit or payment through Stripe. Give customers an easy way to ask for changes.
One connected customer journey
AuraFormsguidestheexperiencebeforesubmit,keepspaymentconnectedtothecustomercontext,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Converts
Completes the configured payment or deposit
Continues
Runs the configured follow-up after submit
4
Automatic actions
3 active · 1 prepared for activation
2
Delivery channels
Email · Workspace priority
4
Messages and internal actions
2 customer messages · 1 team alert · 1 workspace action
Nothing hidden behind “automation”
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
Your decision on quote Quote Reference
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thank you for reviewing quote Quote Reference. #if What would you like to do with this quote? = "Approve quote and pay" We have your request...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
Any questions about quote Quote Reference?
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, here is the one check-in you requested. Is there anything you would like to discuss about the project? Review your quote . Reply to this email for h...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Quote Quote Reference · Customer Name · Project Title
AuraForms automation
Delivered automaticallyto The configured team email
Quote Quote Reference · Customer Name · Project Title First Name: First Name Email Address: Email Address What would you like to do with this quote...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
The result
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
Quotes & payments
Send a dedicated quote link with the agreed scope, price and payment amount configured. A required signature on approval leads to secure Stripe checkout. Questions, more-time requests and declines submit without payment. The response reaches the team, and successful payments are recorded in Aura.
You currently collect these details or send these messages manually. Live messages require a verified sender and configured destinations.
Actual time saved and business results depend on usage and your current process.
Customer journey
Send a dedicated quote link with the agreed scope, price and payment amount configured. A required signature on approval leads to secure Stripe checkout. Questions, more-time requests and declines submit without payment. The response reaches the team, and successful payments are recorded in Aura.
Turn a prepared quote into an approval and agreed payment.
Share the published or personalized experience.
Share the published or personalized experience.
Share the published or personalized experience.
Professional customization
Questions
Share your website, links to flyer photos or business documents, or all of them. Your specialist matches your branding, prepares the systems and messages, and guides any account connections. You review the work and walk through how to use it before publishing.
Use the blueprint yourself or have Aura configure it for your business.
Walk through the finished setup with your specialist. Check your branding, messages and next steps before you approve publishing.
Have a question once you’re using your setup? Open Contact Support in your workspace. Send the details to our team and get a reply by email.
Use a dedicated copy for each quote with a different amount. Set the actual charge and currency in the Payment element, match the written quote and test before publishing. Personalization changes displayed details, not the charge. Published-form allowances apply.
Open Contact Support in your AuraForms workspace. Submit your question and our team can follow up by email. Include the system and the step you need help with so we can look into it. You have a support channel after the setup is complete.
Yes. Your inquiry link offers estimate consultations through your connected calendar and configured hours. Customers can use it from your website or messages. You can also direct callers to the link in your voicemail greeting. The package responds to submitted inquiries; it does not answer telephone calls or automatically text missed callers.
Yes. Connect Stripe and set the agreed amount, currency and payment description on a dedicated quote form before sending it. The sample blueprint shows a $500 CAD deposit; you replace that with your agreed deposit, balance or full payment. Approval leads to secure checkout, and a successful payment is recorded in Aura. A question or decline does not charge the customer. You confirm the work date separately.
They serve different moments. New Job & Estimate Booking helps a new customer choose a defined service or arrange a custom estimate. A set-price installation can include an optional deposit. Quote Approval & Payment presents a specific customer’s prepared scope and payment schedule for signature and payment, questions or changes. You prepare the quote; Aura handles their response and configured checkout.
You send the personalized review link after the job is complete. The system thanks customers when they respond and sends one Google review reminder after two days if they request it. It does not infer completion from the original inquiry.
Track estimate appointments, approved quotes and payments collected, time saved gathering job details, and reviews or referrals after completion. Those show where the systems earn their place in your business. Your pricing, workmanship and conversations still determine the jobs you win.
Yes. DIY includes the same three blueprint designs and workflows. Add them to your workspace, customize the business details, connect your services and test before publishing. Aura setup adds specialist configuration, brand matching, a walkthrough and the 48-hour setup guarantee.
Yes. Add more blueprints or duplicate these systems for another property, service or campaign. Your plan’s published-form and usage allowances apply. Both DIY and Aura setup use the same Aura platform.
