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Add a signature on a work order / visit
Add a signature on a work order / visit

Add customer and technician signatures to your work order

Stella Marques avatar
Written by Stella Marques
Updated over a year ago

Here's how to add a signature to a work order/visit

  1. Click on "Add a signature" in your add-on modules

  2. Start with the technician

    a. Click on the signature panel and sign with your finger on the cell phone

    b. Select the technician's name and click on "Save".

  3. Click on the customer tab

    a. Click on the signature panel and hold out the mobile for the technician to sign

    b. Adjust customer name if necessary

    c. The customer must confirm acceptance of the work order by ticking in the circle.

    d. Click on "Save

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