Completing the Work Order
Once all the required information, such as jobs, materials, and remarks, has been added, and the work order is ready for completion, the work order summary page will open, and the signing process can commence. At this stage, users have multiple options for signing the work order, depending on their preference and setup configurations.
Signing Options Available
NFC/QR Code
If the NFC/QR code option has been enabled from the Web App , users can simply click on the "Scan" icon in the Mobile App. This action will activate the scanner, and by scanning the designated NFC/QR code (start/end work order codes can be found in the object overview), the work order automatically becomes completed. In this case, neither customer information nor a signature is required.
Request Remote Signature
By selecting the "Request signature" button, users have the ability to request a remote signature from the client via email. If a responsible person has been assigned, the user can select their contact information from the provided list. Alternatively, users can manually enter the client's email address. Once the request is sent, the customer will receive an email with a link to sign the work order electronically.
More information about remote client signature
Client Signature on Device
The "Client sign" option enables users to complete the work order by capturing the client's physical signature directly on their device. Users may be required to enter or select the customer's name and email (depending on work order type settings). The client will then be presented with an evaluation screen where they can choose between "I agree" and "I do not agree" options. After confirming the signature, the work order is marked as completed.
Contact person is automatically selected by these rules:
If the client has one responsible person, the app fills in the name and email of the responsible person. The app allows users to add custom contacts or select between the responsible person and the client.
If the client doesn't have the responsible persons, the app fills in the customer's name and email. The app allows users to add custom contacts.
If the client has more than one responsible person, the user can choose between the responsible persons and the customer.
If the client selects the "I do not agree" option, a remark field becomes mandatory, allowing the client to provide further details or feedback.
Streamlined Signature Process
Frontu simplifies the signing process by automatically filling in the name and email fields if there is only one contact available in the dropdown list (either the customer or the responsible person). Additionally, users have the option to add multiple email addresses by using the envelope icon near the contact person creation icon. This ensures that acceptance acts are sent to all specified emails, streamlining communication.
By clicking X user can remove not needed specified emails.