Custom Job Signatures
In some states, consumers have the right to cancel a service within three days of receiving a price or estimate. To comply with these regulations, many Pros require customers to sign an agreement acknowledging that they are waiving this right before work begins.
Our Custom Job Signatures feature makes it easy for Pros to collect these legally required signatures—along with any other necessary signatures—directly from customers on the job. With this feature, you can:
Create up to three custom signature fields for your service agreements.
Collect signatures quickly and securely from the mobile app while on the job.
Display signatures on both the invoice and the job record.
In this guide, we’ll walk you through how to set up and use the Custom Job Signatures feature to streamline your workflow and ensure compliance with local regulations. Let’s get started!
How to Create a Custom Job Signature
To create a custom job signature:
Go to your Account Settings by clicking the gear icon in the top right corner of your HCP account.
Select 'Jobs' > 'Signatures' from the Settings menu on the left.
Name your signature and add your terms.
Collect a Custom Job Signature
Signatures can be collected on the job from the mobile app.
Signatures will be displayed in grey if they are collected at the current price of the job.
Signatures will be displayed in red if the signature can be re-collected after a change to the cost of the job.
View Collected Signatures
Once signatures are collected, they are displayed on the invoice and in the approvals section on the job on web.
FAQs
What happens if I delete a signature from the settings?
Deleting will not affect any already collected signatures. The option to collect or recollect that signature will no longer exist on existing and future jobs.
What does the toggle do for signature settings?
Turning the toggle off will remove the option to collect or recollect that signature on existing and future jobs.
Having trouble finding what you need? We're happy to help!
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.