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© Husky Intelligence 2017
Signature
Capture
Tuesday, December 5, 2017
Jonathan Frederick
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.
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.
HUSKY
INTELLIGENCE
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.
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.
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!
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
huskyintelligence.com
@HuskyIntelligenceU
S
HuskyIntelligenceUSA
@HuskyIntelliUSA
http://www.linkedin.com/company/
huskyintelligenceusa

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Signature capture (updated)

  • 1. © Husky Intelligence 2017 Signature Capture Tuesday, December 5, 2017 Jonathan Frederick
  • 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. 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.
  • 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. 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. 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. 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