Capture Signature

Learn how to ditch the pen and capture signatures straight on a task in AroFlo Field

Updated on February 28th, 2025

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, service reports and compliance forms.

  • Capture client signatures as acceptance of a quote, completed task or labor booked on a job 
  • Capture manager or supervisor signatures on weekly timesheets for employees
  • Save signatures against the quote, task, invoice and/or compliance form, for easy reference
  • Capture multiple signatures, if various personnel are required to sign off
  • Apply signature labels, such as 'Client Approved', to accompany captured signatures.

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Capture a signature

  1. Tap the Capture Signature button on a quote, task, invoice, compliance form, purchase order, or weekly timesheet.
    Quote
    Task
    Invoice
    Compliance Form
    Purchase Order
    Weekly Timesheet

    Tap (green plus) > Add Signature.

    Tap Signatures, or Signatures > (green plus) for additional signatures.

    Tap (green plus) > Add Signature.

    Tap Capture Signature.

    Tap Signatures, or Signatures > (green plus) for additional signatures.

    Tap the Sign Off button at the bottom of the Weekly Timesheet.

  2. Enter the signatory's name
  3. Select a signature label (if configured).
  4. Optional: If capturing a signature on a Compliance form, select the Signature Type (Employee, Client, or Contractor) and tick Approved By if necessary.
  5. Optional: use the Extra 1 and 2 fields for recording any additional information that needs to be included with the signature.
  6. Use a stylus or your finger to sign inside the Signature box.

    Rotate your device if you need a larger signature area.

     
  7. Tap Save / Capture Signature to save the signature. Alternatively, tap Clear to remove the signature and sign again before saving.
On a task, tap Signatures (x)
On a task, tap Signatures (x)
 

   

Viewing captured signatures

Quote
Task
Invoice
Compliance Form
Purchase Order
Weekly Timesheet

Access signatures on a quote via the Signatures tile or More > Signatures.

Access signatures on a task via the Signatures (x) button or More > Signatures.

Access signatures on an invoice via More > Signatures.

Access signatures on a compliance form by scrolling down on the form.

Access signatures on a purchase order via the Signatures (x) button or More > Signatures.

Captured signatures display at the bottom of the Weekly Timesheet.

On a quote you can tap the Signatures tile or More > Signatures
On a quote you can tap the Signatures tile or More > Signatures
 

 

Edit signature details

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

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

 

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 or on the captured signature.
  2. Tap Void Signature.
  3. Save.

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

 
 

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