Batch Work Order Signing

If a technician is working on multiple work orders at the same location, they can capture a single customer signature for all of them using the batch signature feature. To do this, move all work orders—except the final one—into Customer Review using [SIGN LATER].

On the last work order, select [SIGN NOW]. A list of the others will appear above the signature box. The technician can then select all applicable work orders. When the customer signs and the work order is completed, the customer will receive a separate email for each selected work order.

NOTE: If Hide work orders with checklist issues when batch signing is enabled in Company Settings, those work orders will need to be reviewed individually with the customer. This approach enables the customer to decline any identified items, allows the technician to submit selected items for quoting based on the customer's requests, and captures the customer’s signature—all within a single, streamlined review.

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 are in Customer Review. 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).