How to capture customers' digital signatures on job sheets and work orders?
Set-up
Tudodesk back-office
Mac or PC
What's this for?
You may want to capture a customer's signature when you book jobs or repairs.
You may want to capture the customer's signature when you return jobs on create packing sheets.
Signature capture is useful when the job is checked in (to get the customer to agree to terms) or when you return the job as completed (to agree they have received it).
What you should know
You can capture a customer's signature from the back office using the sign option.
The customer's signature can be printed on work orders and packing sheets.
The signature works alongside any terms you have set up.
You can email the signed document or download a copy into the project drive for historical reference.
How to capture a digital signature on a job sheet or work-order
Open an existing job sheet in the back office.
Scroll down to the terms section and click the sign on the section heading's right side.
Ask the customer to sign with their finger or mouse in the signature panel.
Click Next.
How to download the signed PDF or email a copy to the customer
Select the template (if, for example, you want a packing sheet signed, select the template from the drop-down)
Click the Download, or Download to Drive or email option.
The download to drive option will copy the signed PDF into the project's drive folder.