Customer signatures are captured at job close — when the tech is at the property and the work is done. The signature is attached to the job record (not the customer profile).
How it happens in the field
- Tech finishes the work.
- Taps Mark done on the mobile app.
- The close checklist appears — photos, notes, signature, payment.
- Tech hands the iPad/phone to the customer.
- Customer signs on glass.
- Tech confirms and closes the job.
What's signed
By default, the signature acknowledges the work was completed. You can also have the customer sign:
- The estimate (separate from job close — see How customers approve or decline estimates).
- The invoice, if you want a payment authorization signature.
What the signature looks like
It's stored as an image — the strokes the customer drew on the screen. It appears on:
| Document | Where the signature shows up |
|---|---|
| Work order PDF | At the bottom of the document. |
| Invoice PDF | If payment authorization was captured. |
| Job's activity timeline | As a timestamped event. |
The signature image is timestamped and tied to the IP address (or device fingerprint) at the time of signing.
What if the customer's not there?
Some real-world scenarios where signatures don't happen:
| Scenario | What to do |
|---|---|
| Property manager / vacant | The work is done but the property's empty. Skip the signature; the tech adds a note explaining. |
| Refused to sign | Record a note. The job can still close (signatures are evidence, not a contract). |
Where you can't sign
There's no signature flow on the customer profile itself (e.g. for a service-agreement signature when there's no job). Service agreements live on memberships and are signed at enrollment — see Enrolling customers in a membership.