Table of Contents
Overview
You and your team can run your day-to-day operations from anywhere with our iOS and Android mobile apps. Available on the Apple App Store and Google Play Store.
You can collect signatures on quotes, jobs, and invoices using the Jobber App.
Signature collection on quotes
To collect a signature on a quote, click on Search and search the quote that you want to collect the signature on. Click More Actions > Approve Quote. This will open a signature pad where you can collect a signature. You can also skip collecting the signature and approve the quote without it.
Once a signature is collected and saved it will be added as a Note on this quote. This can be viewed from the Notes tab on the quote.
Signature collection on Jobs
To collect a signature on a job, click on Search and look up the job that you want to collect the signature on.
or
Click on the Visit from the schedule > tap the Job tab > then click on the job > then click Line Items.
At the bottom of this tab will be a 'Collect Signature' button. Click this, and a signature pad will come up for the client to sign.
Once a signature is collected and saved it will be added as a Note on this job. This can be viewed from the Notes tab on the job.
Signature collection on invoices
To collect a signature on an invoice, tap on Search and look up the invoice you want to collect the signature on. Click More Actions > Collect Signature and the signature pad will appear.
Once a signature is collected and saved it will be added as a Note on this invoice. This can be viewed from the Notes tab on the invoice.
