Sometimes a client can't or won't sign a work order. They might not be on site, or they might refuse. The Unsigned reasons add-on lets the technician finish the work order anyway. The technician picks a reason, and the office sees that reason on the work order and on the act of acceptance.
The Unsigned reasons add-on is off by default. To turn it on for your company, contact the Frontu team through Support chat.
How to set up unsigned reasons
First, create the list of reasons your technicians can pick from.
Go to General settings > App settings.
In the App settings section, find the Unsigned reasons field.
Type a reason and press Enter. Add as many reasons as you need, for example Client not on site or Client refused to sign.
Click Save.
The app shows the reasons in the order you saved them. The Other option is always added at the end of the list, so a user can add a custom reason anytime.
How to allow signature skip for a work order type
Next, choose which work order types can be finished without a signature.
Go to Work order types.
Open the work order type and click Edit.
In the Settings tab, under Client signature, select Optional (reason required if skipped).
If you need the client's details, tick Require customer name or Require customer email.
Click Save.
Have in mind that the Optional option appears only when the Unsigned reasons add-on is turned on for your company.
Have in mind that with Optional selected, Make rating required is greyed out. Options that don't work together are greyed out with a short hint, and Frontu won't let you save a combination that conflicts.
How to finish a work order without a signature (technician)
Open the work order and after all information is added, click stop and select "Work order is completed" > Proceed.
When you are in work order summary, tap "Client sign" on the green line at the bottom.
Fill in Name and email if it is required, agree with services and cick "No signature" button.
Pick a reason from the list. If none of them fit, choose Other and type the reason yourself. It must be at least 6 characters long.
5. Tap Confirm.
The work order gets the status Completed, or Finished with warning if it has a client note. It also gets "Done without signature" flag under the status.
Have in mind that this also works offline. The work order and the reason are saved on the device and sent to the office when the connection returns.
What the office sees
Done without signature marker next to the work order status – in the work order list, preview, detailed view, reports and calendar list. Hover over the marker to see the reason.
Unsigned reason field in the preview and detailed view. You can also add it as a column in the work order list and include it in the export.
Done without signature option in the status filter of the work order list. Use it to find all work orders finished without a signature.
An entry in the action history with the reason and the date.
The label Signature was not collected on the act of acceptance, where the client signature normally is.
Have in mind that if you reopen the work order, the unsigned reason is removed. If the client then signs, the work order no longer shows as Done without signature.
Troubleshooting
No "No signature" button? Check that the add-on is on and the work order type has Client signature set to Optional (reason required if skipped).
Only "Other" in the list? Your administrator hasn't added any reasons yet. You can still choose Other and type your own reason.
"Please complete the required fields"? You haven't picked a reason. Pick one and tap Confirm again.
"Comment must contain at least 6 characters"? The reason you typed for Other is too short. Add more detail.