Contenu connexe Similaire à Signature capture (20) Plus de Jonathan Frederick (6) Signature capture1. © 2012 NetDispatcher© 2012 NetDispatcher
SIGNATURE CAPTURE
With Signature Capture you can have your customers sign-off
on Estimates, Work Orders, and Invoices.
CONFIDENTIAL
2. © 2012 NetDispatcher
Signature Capture
• When your field technicians go
into the field, typically, you want a
customer signature for
authorization that a proposal is
correct or a job was completed
adequately. Now, with our
Signature Capture, there is no
need to question whether or not a
customer gave the authorization!
Continue on to read more about
how you can have your customers
sign-off on work orders and more!
The following instructions apply to
Estimates and Invoices, as well.
19.6.2017 CONFIDENTIAL2
3. © 2012 NetDispatcher
Mobile Work Orders
• To have a customer sign-off on a
work order follow the steps:
- Click on the work order
corresponding to the
appropriate customer.
19.6.2017 CONFIDENTIAL3
4. © 2012 NetDispatcher
Mobile Work Orders
• Depending on where your
Customer Signature field is, scroll
down and locate the field. Click
the Edit button.
- You can adjust the size and
color by adjusting the icons
above the Signature Capture
canvas.
- The Eraser icon allows you to
remove part of the signature or
all of it.
- The Paper icon clears the
canvas completely.
19.6.2017 CONFIDENTIAL4
5. © 2012 NetDispatcher
Mobile Work Orders
• Have the customer sign their
name in the canvas.
• After the customer is finished click
the ”Stop Editing” button. A dialog
box will appear asking if you wish
to use this signature. Select
”Save” or ”Cancel.”
• That is it! Easy, isn’t it?
• Reminder:These steps apply for
both Estimates and Invoices!
19.6.2017 CONFIDENTIAL5
6. © 2012 NetDispatcher© 2012 NetDispatcher
That concludes our tutorial of Signature Capture on a mobile
device.
THANK YOU!
Contact me if you have any questions or
comments!
Email: jon.frederick@netdispatcher.com
Cell: (832) 341-9646
Jonathan Frederick
Implementation Specliast