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How do I choose which signatures are required in my workflow?

Here you can choose how many signatures you require from your customers. Learn how to switch them on or off.

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Written by Justin Slottje
Updated over 5 months ago

Definitions for the 3 settings:

1- Diagnostic- Inform the customer of any trip charges or diagnostic fees for your services.

2- Acceptance- Confirms estimate was reviewed.

3- Acknowledgement- Confirms work was completed and reviewed with the customer.

1. Click the "Hamburger" at the top left of the home screen.

2. Select "Job Workflow"

3. Use the toggle (right) to turn on acceptance or off (left) to bypass signatures.

4. Signature acceptance has been "Updated Successfully".

Note: This is a global setting and will impact all users' signatures.

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