Sign and send a work order

Collect a signature, choose recipients, and send a completed work order.

Sign and send a work order

Sign and send a work order

When work is registered, collect a signature and send the work order. The completed work order goes to BackOffice.

Sign the work order

1

Open the review or signature step

Open the work order review summary.

For a workflow, open its signature step.

2

Enter who signs

Enter the signer's name when your company requires it.

3

Capture the signature

Ask the client to sign on screen.

An empty scribble does not count as a signature.

4

Set the job status

Indicate whether the job is completed.

Choose recipients

You can email the work order to:

• Client, Company, or Customer Invoice.
• Myself.
• Added email addresses, when allowed.

Send the work order

1

Tap Send

Tap Send from the review summary.

2

Pass the checks

The app checks work status, material types, job status, and signature.

A message identifies anything missing.

3

Confirm sending

Confirm sending.

If offline, the work order sends when you reconnect.

Keep in mind

• Sent work orders can no longer be edited.
• Missing optional signatures trigger a warning before sending.
• Recipient options depend on company settings.