This feature allows the user to capture customer signatures on booking summary documents.
When a booking is created this will show within Host > Service Customers.
The booking summary will display within the documents tab.
- This shows the date and time the booking document was sent to the customer.
- The ability to view the document.
Once the booking is set to arrived selecting the print icon will prompt the declaration and the signature pad to sign the job card.
This signature will also sign the booking summary.
Only the job card is displayed once signed.
Job Card and the Booking Summary can be viewed through the Documents tab in Service Customers.
Things to note
- If the Booking document HTML template doesn't have a signature, this will show no signature.
- The Booking Summary will only show if a document is set up.
- Signing the Job Card multiple times should generate all documents again (not override them).
- Documents are visible within the Tech+ app and Pinewood DMS for the job.