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Table of Contents
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 > Search for the client > click Quotes > then select the quote 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 Clients > Search for the client > click Jobs > select the job > click Line Items 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 Clients > Search for your client > Billing > then select 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.
