A pre-work signature is the customer's signature collected in the mobile app before the technician starts a work order. You turn it on per work order type, so only the types you choose ask for it.
Before you start: this is an add-on and it is off by default. To use it, ask the Frontu team to turn on Pre-work signature for your account.
How to turn on the pre-work signature for a work order type
Go to Work orders → Work order types.
Open the work order type and click Edit.
Open the Settings tab and find the Specific workflow group.
Tick Collect customer signature before start.
Click Save.
Have in mind that the checkbox is shown only while the add-on is on. If the add-on is turned off, the app stops asking for the signature, but each type keeps its setting for when the add-on is turned back on.
What the technician sees in the mobile app
The technician taps Start on a work order of that type.
The app opens a signature screen. If the work order type has a compliance form, the form is shown first.
3. The customer signs on the signature pad. The confirm button stays locked until there is a signature. Sign and start button becomes active.
4. The technician taps Sign and start botton. The signature is saved and the work order starts in one step.
If the technician closes the signature screen without a signature, the work order is not started.
The signature is asked for once per work order. If the work order is stopped and started again later, the app does not ask again.
Pre-work signatures also work without internet. The signature uploads with the next sync.
Where to find the signature
Work orders list, Detailed view in the web app: in the Pre-work signature table. It shows when it was signed, the text and the signature.
Job card (act): in the PRE-WORK SIGNATURE section, above END OF THE DAY SIGNATURE.
If no other text is set, the signature is saved with the text "I agree that the work can start."
Have in mind that work orders started by the office in the web app do not ask for a pre-work signature.
To also collect a signature when a technician stops work for the day, use the Stop reason actions add-on with the Collect signature action.