Jobber App

Signature Collection in the Jobber App

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 Clients at the bottom > Search the client and click on their profile > click Quotes > then select the quote you want to collect the signature on. At the bottom of the quote 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 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 Clients at the bottom > Search the client and click on their profile > click Jobs > select the job > click Line Items you want to collect the signature on. 

Or 

Click on the Visit from the schedule > click 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, click on Clients at the bottom > Search the client and click on their profile > click Billing > then select the invoice you want to collect the signature on. At the bottom of the invoice 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 invoice. This can be viewed from the Notes tab on the invoice.