Collecting a customer's signature for quote or invoice sign off

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ServiceM8 allows you to capture a customer's signature as confirmation of quote or estimate acceptance, as well as confirmation that a job has been successfully completed (invoice sign off)

Open the job for sign off

Open the job for sign off

In Job view,  tap ( + ) icon on the upper-right corner of the screen to show the Job Actions menu

In Job view,  tap ( + ) icon on the upper-right corner of the screen to show the Job Actions menu

Tap Client Sign off from the Job Actions

Tap Client Sign off from the Job Actions

Ask the customer to sign into your iPhone or iPad device

Ask the customer to sign into your iPhone or iPad device

 

Ask the customer to sign your device, and tap Done button to confirm the signature is correct.

Where is the signature stored for future reference?

The customers signature is stored in the job diary as part of the job's permanent record.

   Some quotes and invoice templates will automatically place a customers signature on as confirmation they have provided written sign off on the job

   You can capture both a quote sign off and an invoice sign off on a single job simply by re-collecting a signature at different stages of the job

 

Job Diary view

Job Diary view
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