Step by step
- On Customer sign-off, check the Customer name (filled in from the job contact; change it if someone else signs).
- Hand the phone over: the customer signs with a finger in the Signature box. Clear signature starts again.
- Leave Email the job sheet to … ticked to send them the PDF. If it says "no contact email on file", the sheet cannot be emailed from here.
- Tap Complete job.
No signature
Tick No customer signature and pick why: Customer not present, Customer refused to sign, Remote job or Other (type the reason). The reason is printed on the job sheet and shown to the office.
The job sheet
A PDF with the work carried out, times, parts, meter readings and signature. If the email could not be sent, you see a message such as "Job completed. The job sheet could not be sent; the office has been told." The job is still completed and the office can send it again.
Later, open the completed job (menu › Completed jobs) and use Email job sheet to send it again or Create PDF only to make the PDF, then Open the PDF.
Tips
- Turn the phone sideways for a bigger signature box if needed.
- Check the contact's email address with the customer before you tick the box.
Questions
The customer is not there. Can I still finish?
Yes. Tick No customer signature and choose Customer not present.
Where does the job sheet go?
To the job's contact email. The office can send it to others from the office job page.
Is the signature saved without signal?
Yes. It is kept on the phone with the completion and uploaded when there is signal.
Works together with
- Complete a job without a customer signatureWhen nobody can sign, record why. The job can still be completed, and the reason shows on the job sheet and to the office.
- Email the job sheet again or create the PDFOn a completed job you can email the job sheet to the contact again, or create the PDF to show or download.
- Finish a job: the finish stepsFinish job opens a full-screen set of short steps, one question per screen, so nothing is forgotten: work done, checklist, parts, meters, anything else needed, and sign-off.
- Review and close a completed jobWhen the engineer completes a job, the office checks it and presses Close job. The job becomes Reviewed and is ready to invoice.