How to capture a client's signature on a Form after review

You can have your customers review a completed form before capturing their signature. To do so, you must set up your form template using the Customer Signature field instead of using a "Signature" type form question. Review How to set up Quote & Form templates for remote signature for more information.

NOTE: This feature only works when completing forms on the ServiceM8 mobile app.

In the field, upon completion of a form:

ServiceM8 uses your document template to produce the form PDF, which your client can then review.

  1. Once the client has read the document, tap Sign Document.
sample form
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  1. Ask the client to add their signature.
  2. Tap Save.
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The customer's signature will be added to the Form PDF document.

signed form
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The signed PDF will be available on the Job diary to send to the customer or keep on the job for internal use.

form response in job diary
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