Collect a customer signature

#Collect the signature

Signatures are collected on the Wrap up step at the end of a job, and on any checklist item of the type Signature.

1. Finish the checklist and tap Wrap up.
2. Review the work summary with the customer on the screen.
3. Hand the phone to the customer and ask them to sign with a finger.
4. Type the customer's printed name under the signature.
5. Tap Accept. The signature is added to the photo report and the invoice.

#Make a signature required

To block job completion until the customer signs, open the checklist template in Settings > Checklists > Templates, add a Signature item and mark it Required. If the customer is not home, the technician can tap Customer not available and add a note; the office sees this flag on the job.