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✍️ Terms & Signatures

Capture customer agreement to your terms and conditions with digital signatures.

Why Capture Signatures?​

Digital signatures provide:

  • Legal protection - Documented customer consent
  • Clear expectations - Customer acknowledges repair terms
  • Dispute resolution - Evidence of agreed terms
  • Professional service - Streamlined intake process

What Can Be Signed?​

Terms and Conditions​

Customer agrees to your repair terms before work begins:

  • Liability limitations
  • Payment terms
  • Data handling
  • Collection policies

Repair Authorization​

Customer authorizes specific work after viewing a quote:

  • Confirms quoted price
  • Authorizes parts replacement
  • Accepts estimated timeline

Collection Confirmation​

Customer confirms receipt when collecting:

  • Device returned in described condition
  • Outstanding balance paid
  • Warranty terms explained

Capturing a Signature​

During Order Creation​

  1. Create the order
  2. At the signature step, hand device to customer
  3. Customer reads terms and signs on screen
  4. Signature saved to order

After Order Creation​

  1. Open the order
  2. Click Request Signature
  3. Select the document type
  4. Customer signs on device
  5. Signature attached to order

Via Customer Portal​

Customers can sign remotely:

  1. Send the customer their portal link
  2. They view the order and terms
  3. Sign digitally in the portal
  4. You're notified of the signature

Configuring Terms​

Setting Up Your Terms​

  1. Go to Settings → Company
  2. Find Terms and Conditions
  3. Enter your terms text
  4. Use formatting (bold, lists, etc.)
  5. Save

Multiple Term Sets​

Configure different terms for:

  • Repair orders
  • Service orders
  • Buyback orders
  • Specific scenarios

Viewing Signatures​

On the Order​

  1. Open the order
  2. Go to Documents or Signatures section
  3. View captured signatures with:
    • Timestamp
    • Signer name
    • IP address
    • Device used

Signature Image​

Click any signature to see:

  • The signature image
  • The document that was signed
  • Geolocation (if available)

Signature Requirements​

For a valid signature:

  • Customer must scroll through/view terms
  • Customer must provide their name
  • Customer must draw their signature
  • Timestamp and metadata recorded

Exporting Signatures​

For records or disputes:

  1. Open the order
  2. Find the signature
  3. Click Download or Export
  4. PDF includes signature + terms + metadata

Best Practices​

✅ Do​

  • Capture signatures before starting work
  • Explain terms clearly to customers
  • Keep terms concise and readable
  • Test the signing flow regularly

❌ Don't​

  • Skip signatures for "quick" jobs
  • Use overly complex legal language
  • Forget to capture collection signatures
  • Modify terms after signature

Troubleshooting​

Customer Can't Sign​

  • Ensure device supports touch/mouse input
  • Try a different browser
  • Use the in-person signing option instead

Signature Not Saving​

  • Check internet connection
  • Retry the signature capture
  • Contact support if persistent

Next Steps​