Skip to main content

​
Capture customer signature

Collect the customer’s on-screen signature to confirm work completion before closing the job.

​
Before you start

  • All job tasks must be marked complete and Finish work tapped. This brings up the Wrapping Up screen where the signature prompt appears.
  • Hand the device to the customer to draw their signature, or collect it yourself and ask the customer to confirm verbally.

​
Steps

  1. After tapping Finish work on the working screen, the app opens the Wrapping Up screen.
  2. If a signature has not yet been captured, tap Capture signature → on the Wrapping Up screen.
  3. The Customer signature overlay opens. It shows the text Sign in the box below to confirm work completion and a clear signature pad.
  4. Ask the customer to draw their signature in the pad using their finger.
  5. When the customer finishes signing, the signature is captured and a preview appears above the pad.
  6. Tap Save signature to confirm and close the overlay. The Wrapping Up screen now shows a checkmark next to Signature captured.
  7. To clear the signature and start over, tap Clear pad before saving.
  8. After saving the signature, proceed with sending a payment link or recording payment to close the job.

​
Result / verify

On the Wrapping Up screen, the signature line shows Signature captured with a green checkmark. The signature is saved against the job record.

​
Troubleshooting

Signature pad is not responding to touch: Make sure the customer is drawing directly on the pad area. Tapping outside the bordered area has no effect. Capture signature prompt is missing: The prompt only appears on the Wrapping Up screen after Finish work has been tapped. If you are still on the working screen, complete all tasks first.