1. Click the "Hamburger" at the top left of the home screen.
2. Select "Job Workflow"
3. Click into the box and write your description.
Remember this is customer facing and should explain what they are signing. This should be completed for all signatures.
4. After you enter the description, click save and move to the next signature.
5. This is the description in action. It will not be the next screen you see. This will be in the invoice process. Our recommendation would be to read this to the customer so they are aware of what they are signing.
6. When they sign, point it out here so they can read it and sign it.
If you would like to change which signatures are required, CLICK HERE for that article or this video will show you how to do it.