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AroFlo has an in-built capture signature function that allows users to quickly and easily capture a signature using a stylus on a mobile device. Capture signature functionality is available on quotes, tasks, timesheets and compliance forms.

The benefits of using this feature:

 Capture client signatures as acceptance of a quote, completed task or labour booked on a job.

Capture manager or supervisor signatures on weekly timesheets for employees.

Signatures are saved against the quote, task, invoice and/or compliance form for easy reference.

Multiple signatures can be captured if various personnel are required to sign off.

 Signature labels such 'Client Approved' can be set up to accompany captured signatures.


Capture a signature

  1. Scroll down to the Capture Signature button on a quote, task, timesheet or compliance form.
  2. Enter the signee's name and select a signature label (if configured).

  3. Optional: use the Extra 1 and 2 fields for recording any additional information that needs to included with the signature.

  4. Use a stylus or your finger to sign within the Signature box.

    Rotate your device if you need a larger signature area.


  5. Tap Capture Signature to save the signature. Alternatively, tap Clear to remove the signature and sign again.

  6. Signatures are saved against the record.


 

Edit signature details

Management users can edit the print name, label or extra information on a signature:

  1. Tap Edit on the captured signature.
  2. Select Edit Signature.
  3. Update details as required.
  4. Tap Update Signature.

    To edit signature details on a compliance form, Management users will need additional Compliance permissions. See Feature Access Settings for more information.

 

Voiding signatures

Captured signatures cannot be deleted, however Management users can void the signature to disable it from being included on emails, layouts and/or reports.

  1. Tap Edit on the captured signature.
  2. Select Void Signature.
  3. Tap Save Task.

    To un-void the signature, tap Edit, select Unvoid Signature and save the task.

 

View our Field Mobility product page.

Feature access

Your permission group determines access to this feature.

Parts of this feature are included in AroFloGo.

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