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Signature capture

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This PowerPoint introduces the customer to our Signature Capture feature in NetDispatcher. This feature allows your customers to sign-off on estimates, work orders, and invoices.

Publicada em: Tecnologia
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Signature capture

  1. 1. © 2012 NetDispatcher© 2012 NetDispatcher SIGNATURE CAPTURE With Signature Capture you can have your customers sign-off on Estimates, Work Orders, and Invoices. CONFIDENTIAL
  2. 2. © 2012 NetDispatcher Signature Capture • When your field technicians go into the field, typically, you want a customer signature for authorization that a proposal is correct or a job was completed adequately. Now, with our Signature Capture, there is no need to question whether or not a customer gave the authorization! Continue on to read more about how you can have your customers sign-off on work orders and more! The following instructions apply to Estimates and Invoices, as well. 19.6.2017 CONFIDENTIAL2
  3. 3. © 2012 NetDispatcher Mobile Work Orders • To have a customer sign-off on a work order follow the steps: - Click on the work order corresponding to the appropriate customer. 19.6.2017 CONFIDENTIAL3
  4. 4. © 2012 NetDispatcher Mobile Work Orders • Depending on where your Customer Signature field is, scroll down and locate the field. Click the Edit button. - You can adjust the size and color by adjusting the icons above the Signature Capture canvas. - The Eraser icon allows you to remove part of the signature or all of it. - The Paper icon clears the canvas completely. 19.6.2017 CONFIDENTIAL4
  5. 5. © 2012 NetDispatcher Mobile Work Orders • Have the customer sign their name in the canvas. • After the customer is finished click the ”Stop Editing” button. A dialog box will appear asking if you wish to use this signature. Select ”Save” or ”Cancel.” • That is it! Easy, isn’t it? • Reminder:These steps apply for both Estimates and Invoices! 19.6.2017 CONFIDENTIAL5
  6. 6. © 2012 NetDispatcher© 2012 NetDispatcher That concludes our tutorial of Signature Capture on a mobile device. THANK YOU! Contact me if you have any questions or comments! Email: jon.frederick@netdispatcher.com Cell: (832) 341-9646 Jonathan Frederick Implementation Specliast