Signatures
Application artifacts stored with the visit / service report snapshot. This documentation does not claim legal enforceability in any jurisdiction.
Capability signatures. Settings → Work order types → the type → Signatures. Capture is on the appointment / Field (Collect signature).
Who signs
Section titled “Who signs”Customer, technician, or other roles as the template requires. Optionally Require before completion so Closeout waits. Required signatures block Complete appointment until present (** :name is required.**). They do not block office Complete on the work order.
Optional Your name / Signature on estimate accept is a different flow (Settings → Commercial → Require a signature on approval).
What it is not
Section titled “What it is not”- Not a qualified electronic signature product.
- Not a substitute for Complete checklist or required photos.
- Not office Complete. Signing does not set the work order to Completed.
A service report PDF can freeze the signatures that existed at generate. Later live edits do not rewrite an issued report.
Related: Forms, Service reports, Appointments.