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Signature Settings

These settings apply only to service appointments.

The Signature tab displays if at least one Signature option is marked True.

Setting

Description

UseTechnicianSignature

Determines whether the Signature tab is displayed when an appointment is being completed. The default value is True.

TechnicianSignatureValidationLevel

The level of information that is required to capture the technician name and signature when completing an appointment. The default value is OPTIONAL.

  • OPTIONAL: A technician name and signature is not required to complete an appointment.

  • WARNING: A message is displayed to indicate that a technician name and signature has not been captured.

  • REQUIRED: A technician name and signature is required to complete an appointment.

UseCustomerSignature

Determines whether the Signature tab is displayed when an appointment is being completed. The default value is True.

CustomerSignatureValidationLevel

The level of information that is required to capture the customer name and signature when an appointment is being completed. The default value is OPTIONAL.

  • OPTIONAL: A customer name and signature is not required to complete an appointment.

  • WARNING: A message is displayed to indicate that a customer name signature has not been captured. 

  • REQUIRED: A customer name and signature is required to complete an appointment.

TimeSheetSignoffText

Enter text that displays on the Time Sheet Report sign-off form and on the Timesheet Report. The text is limited to 4000 characters. This is an optional setup. If left blank, nothing displays.

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