How do I capture signatures (and what if the customer can't sign)?
What you'll do: During End Work or Complete, you sign first, then the customer signs. If the customer can't sign, tap Customer cannot sign and record a reason instead.
Steps
- Your signature: sign the pad and confirm your name (pre-filled).
- Customer signature: enter the customer's name (required), optionally their email, and have them sign the pad. If you enter an email, it's checked for a valid format before they sign, so a typo can't reject the report afterwards:
- Submit.
If the customer can't sign
Tap Customer cannot sign to open the reason box (up to 300 characters):
This reason will be recorded on the FSR.
Tap Skip signature to submit with the recorded reason instead of a signature.
Good to know
- If a submit fails (for example the connection drops), your captured signature is kept — you won't be asked to sign again.
- The customer email you capture here is what the coordinator can later use to email the FSR to the customer.