Run a Call collects customer signatures at the moments that matter: when a customer approves an estimate, when they sign up for a membership, and when a tech finishes a job and collects payment on site. Signatures are saved on the estimate, membership or job they belong to — not on the customer profile.
Where customers sign
| Moment | Where it happens | Learn more |
|---|---|---|
| Approving an estimate | On the customer's own phone or computer from the estimate link, or on the tech's device when the tech presents the options on-site. | How customers approve or decline estimates |
| Signing up for a membership | When the membership's terms are accepted at enrollment. | Enrolling customers in a membership |
| Finishing a job | On the tech's phone in the mobile app, when collecting payment or at the end of the visit. | Below |
Signing for a job in the mobile app
1. Open the job's invoice
On the job in the mobile app, open the invoice section (create the invoice first if there isn't one yet).
2. Collect the payment
Under Collect payment on site, choose how the customer is paying — cash, card, check and so on — and enter the amount. You can add more than one payment if they split it.
3. Hand the phone over
Tap Sign & record $X. The screen reads Hand the phone over — signing confirms the work and this payment.
4. The customer signs
The customer chooses Draw to sign with a finger, or Type to type their full legal name, then taps Confirm. The payments are recorded as soon as the signature is saved.
No payment today — the invoice is already paid, or it's being billed later? On the finished screen, tap Capture signature to get a signature on its own.
Seeing the signature in the office
Open the job. Under the job's details you'll see Signed by customer with the date and a small image of the signature. Click it to see it full size.
For estimates, the signature is part of the signed estimate PDF the customer can download from their project page. See The customer project page.
What if the customer isn't there?
A signature is never required to close a job. If nobody's home — a vacant rental, a property manager's building — finish the job without one and add a note on the job explaining who let you in.