Finish a job with the customer's acceptance

Before you leave, the customer confirms the work: they type or say their name and draw a signature on your screen. You can leave notes for the office, ask for a follow-up, and then finish the job so it goes to the office for review.

Before you start

• The job must be yours and in progress. See Do a job on your phone.
• Required checklist items must be done.

Steps

1. Scroll to Customer acceptance and open Record acceptance.
2. Type the Customer's name.
3. Hand the phone to the customer to draw in Signature (draw with a finger). Clear starts the drawing again.
4. If the customer is not there, tick Customer not available and type Why was the customer not available? instead.
5. Select Save acceptance. The card shows Accepted with the name, the signature, who recorded it and when.
6. To leave a message for the office or the next visit, type it under Notes and select Add note.
7. If more work is needed, open Add follow-up, choose New work order or Quote request, check the Title, describe What is needed and select Add follow-up.
8. Open Add a completion note above the finish button if you want to say what was done.
9. Select Finish job. The job moves to To review and the office sees it on Jobs to review.

Good to know

• An acceptance record, not an electronic signature. Kluvan keeps the name, the time, the drawn signature and how far the phone was from the site (near the site, within 2 km of the site or away from the site, when the office set the site's position). It shows that the customer accepted the work; it is not a legally qualified e-signature.
• If your settings require acceptance, Finish job waits until the acceptance or the reason is recorded. Select Record again to replace it.
• Drawing a signature needs scripts switched on in the browser; without them, the name alone is kept.
• A follow-up is a real work order (or a quote request) for the same customer, in Work orders, linked from this job. Up to 10 per job.
• After Finish job you can no longer change the job unless the office sends it back.
• The acceptance and signature appear on the work report.
• Next for the office: Review finished jobs.