Batch Work Order Signing

If the Technician is working on multiple work orders at a single location, they can have the customer sign multiple (batch signature) work orders at one time. To do this, simply move all of the work orders to be batch signed into Customer Review except the last work order. On the last work order, a list of work orders will appear above the signature box where the technician can check all of the work orders that need to be signed. When the customer signs, the signature, name, and email will be applied to all emails and they will all be completed

1. To do this, after completing the Technician Review, select the green check mark at the bottom of the screen and select Sign Later. This will place the work order in Customer Review which can be signed off later during the Batch Signature process.

   

2. Continue Step 1 until all WOs for the respective location have been completed. When the Technician has completed the last WO for the respective location, upon completion of Technician Review, select the green check mark at the bottom of the screen and select Sign Now.

3. While in Customer Review select the work order(s) in which the customer should perform the 'batch signature' by toggling On. NOTE: Work orders with checklist results will show in this screen. The most unfavorable answer will display. To learn how to hide any work orders with checklist issues when batch signing, click here. NOTE: The customer is signing for the last WO (current one the technician was working on) and the selected work order(s).