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Signature capture (updated)

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This PowerPoint explains on how to use the signature capture feature on the mobile device.

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Signature capture (updated)

  1. 1. © Husky Intelligence 2017 Signature Capture Tuesday, December 5, 2017 Jonathan Frederick
  2. 2. Purpose With signature capture you can have your customers and employees sign-off on Estimates, Work Orders, and Invoices. The purpose of this PowerPoint is to show you how to use signature capture on a mobile device.
  3. 3. When your field technicians go into the field, typically, you want a customer signature for authorization that a proposal is correct or a job was completed adequately. Now, with our Signature Capture, there is no need to question whether or not a customer gave the authorization! Continue on to read more about how you can have your customers sign- off on work orders and more! The following instructions apply to Estimates and Invoices, as well. HUSKY INTELLIGENCE Defined by FLEXIBILITY POWERED by A.I.
  4. 4. HUSKY INTELLIGENCE
  5. 5. HUSKY INTELLIGENCE Mobile Signature Capture To have a customer sign- off on a work order follow the steps: -Click on the work order corresponding to the appropriate customer.
  6. 6. HUSKY INTELLIGENCE Mobile Signature Capture Depending on where your Customer Signature field is, scroll down and locate the field. Click the Edit button. -You can adjust the size and color by adjusting the icons above the Signature Capture canvas. -The Eraser icon allows you to remove part of the signature or all of it. -The Paper icon clears the canvas completely.
  7. 7. HUSKY INTELLIGENCE Mobile Signature Capture Have the customer sign their name in the canvas. After the customer is finished click the ”Stop Editing” button. A dialog box will appear asking if you wish to use this signature. Select ”Save” or ”Cancel.” That is it! Easy, isn’t it? Reminder:These steps apply for both Estimates and Invoices!
  8. 8. INDUSTRIES WE SERVE LAWN CARE, LANDSCAPING AND SNOW AND ICE MANAGEMENT HVAC INSTALLATION, REPAIR AND MAINTENANCE COMPLEX EQUIPMENT INSTALLATION AND MAINTENANCE FACILITY MAINTENANCE ELECTRICAL CONTRACTORS AND REPAIR PLUMBING CONTRACTORS CLEANING AND MAID SERVICES
  9. 9. huskyintelligence.com @HuskyIntelligenceU S HuskyIntelligenceUSA @HuskyIntelliUSA http://www.linkedin.com/company/ huskyintelligenceusa

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