Add Digital Signature Link for Job Pre-Authorization and Job Tickets
J
Jonax Chen
Please add functionality that allows us to send customers a secure link to digitally review and sign the job pre-authorization and job ticket, similar to the existing functionality for approving quotes.
Customers are not always physically on site when a job is being completed, so requiring an in-person signature can delay the process. The ability to send a link by email or text would allow the customer to review the relevant job information and provide their authorization/signature remotely.
Ideally, the workflow would:
- Generate a customer-facing link for the job pre-authorization and job ticket.
- Allow the customer to review the details before signing.
- Capture a legally usable digital signature and date/time of signing.
- Record the completed authorization and job ticket in the job record.
- Provide the same type of tracking/confirmation available when a customer approves a quote.
- Allow the link to be easily sent to the customer by email or text.
This would make the process more efficient and eliminate the need for the customer to be physically present just to provide a signature.