Signature

INTRODUCTION

A Signature, confirming acceptance of equipment or service is obtained on the driver’s tablet at the customer’s location.

Where and when do I obtain signatures and where do I view it?

1. Once the job is completed at a customer location and the driver clicks on the Finish button, he gets the message that the signature has not been obtained and is prompted to obtain it. He is then taken to the signature screen where the signature is obtained and the “Done” button clicked.

2. The customer’s signature can be viewed at the warehouse. Click on the Service Order tab and then click on the required Service Order. In the Service Order page, scroll down to the link Delivery Receipt and click on it.

3. In the Delivery Receipt that opens up, scroll down and you will see the signature at the bottom of the page.