Collect signatures

Capture a customer signature on the device and send it with the completed work order.

A customer signature can confirm that the work was completed.

Some companies make a signature mandatory before a work order can be sent.

This page covers the shared mobile flow.

Use it for cross-platform guidance.

For screen-specific steps, use iOS - OutSmart App or Android - OutSmart NEXT.

Collect a signature

1

Open the work order

Open the correct work order in the app.

2

Open the signature step

Go to the signature section or the final step in the work order.

3

Let the customer sign

Hand the device to the customer and capture the signature on screen.

4

Check the result

Review whether the signature is visible and saved on the work order.

5

Send the work order

Send the work order so the signature returns to the BackOffice.

When signatures are required

A signature can be optional or mandatory.

That depends on your company setup in Device policies and settings or Workflows.

If sending is blocked

Check whether:

• the signature step is required
• the signature was saved correctly
• another required step is still incomplete

FAQ

Can a work order require a signature before sending?

Yes. Your company can make signatures mandatory.

Where does the signature go?

It stays linked to the work order and returns to the BackOffice when the work order is sent.

Why can I not send the work order after signing?

Another required step may still be incomplete.

Check forms, photos, or other mandatory fields.

Related topics

• Complete a work order
• Add photos, files, and notes
• Use workflows in the mobile app
• Device policies and settings