Page Comparison

You can use Use the SignaturesSummary tab to sign off on an appointment and capture the customer's signature when the work is complete. Depending on the MobileTech setup, at least one of these tabs might require a name and signature before the appointment can be completed.

• On the Technician signature tab, your name should be the technician name. Sign in the box below your name.
• On the Customer signature tab, enter If you need to obtain signatures (Customer and/or Technician), scroll to the bottom of the Summary tab window and choose the appropriate button. If a signature is required and missing, the button displays as red. Once the signature is obtained, the button displays as blue. If you need more space for a signature, turn your device horizontally to rotate the screen and the signature field will be full screen.
  • Customer Signature: Enter the customer's name or the name of the contact who represents the company.
  Depending on the nature of your organization and its policies, additional information might be required. For example, if your organization uses visual equipment inspections (VEI), you might need to enter the driver's license number and the state that issued the license for a driver who is picking up a trailer.
  • Enter the customer name, and then request that the customer sign in the box below the name.
  On the Insurance signature tab, request the signature of the customer or other authority, if required, for insurance purposes. For example, an insurance company might require proof of repairs that have been made on a vehicle for an insurance claim. This tab is available only for outbound calls, and only if your organization uses VEI
  • Technician Signature: Your name displays for the technician name. Sign in the box below your name.