Getting the customer to sign

Step by step

1. Go to Complete

   On the work report, tap Complete. The Check shows what is still missing, such as the work performed or the reason for a follow-up visit. Choose Done or Follow-up visit needed.

2. Show the summary

   The Summary for the customer shows the work, the hours and the materials, without prices. Hand your phone or tablet to the customer.

3. Have the customer sign

   Choose Customer signs. The customer signs with a finger in the box, in portrait or landscape. Clear starts again. Fill in the name of the person who signs.

4. No signature?

   If the customer is not there, choose No signature and fill in why. If your company requires a signature for this work report, that is not possible and the customer has to sign.

5. Complete the work report

   Tap Complete work report. The hours stop and the work report goes to the office with the signature; without internet, once there is a connection again.

6. What the customer receives

   With the signature the customer agrees to the work report, extra work included. The office decides whether the customer gets the work report as a PDF after completion, or only after the office has checked it.

Good to know

• Record extra work you agree with the customer under Extra before you complete. The customer signs for it in one go.
• A work report without a signature appears at the office under Review work reports.
• After completing, you let the customer pay with the payment QR or the payment link by text message, or you put it on account.

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