Collecting the Signature for the Field Invoice Report

Depending on your field invoice settings, you have the option to have two different signatures for the Call Summary Report and the Field Invoice Report. Technicians can capture a separate signature for the Field Invoice Report or they can use the customer's signature from the Appointment Summary.

Use Summary Signature

If the Call Summary Signature is to be used, select Use Summary Signature to copy that signature to the Field Invoice Report. For information on obtaining the Summary tab signature, go to Complete the Summary Tab.

Capture Signature

If you need to collect a different customer signature for the field invoice than the customer signature on the Summary tab, select Capture Signature on the Field Invoice Report. If you need more space for a signature, turn your device horizontally to rotate the screen and the signature field will be full screen. Enter the customer's name or the name of the contact who represents the company. Enter the customer name, and then request that the customer sign in the box below the name.

A customer signature captured from the Report tab is only attached to the Field Invoice Report.