Customer Signature

How to capture a Customer Signature in the field:

Where to start: 

Go to the Technician's mobile app, click on the applicable Field Ticket, and fill out all of the information pertaining to that ticket. 

When finished, scroll down to the bottom of that Field Ticket and you will see 3 buttons. 

1. Customer Sign
2. Submit
3. Download

Click the "Customer Sign" button. Afterward, you will find 2 main options on how the customer can sign. 

1. On your (the Technician's) device
2. On the customer's own personal device
   1. Text a link to the site contact's phone so that they can access and sign the Field Ticket
   2. Text a link to another cell phone number
   3. QR Code

Reasons for obtaining the signature on the Tech's device:

• Easier to obtain the signature on the day of work
• Quicker process than sending a link

Reasons for obtaining the signature via link sent to the customer: 

• Reduces contact due to Covid-19 or other sicknesses
• Reduces the risk of passing your device around to where it could potentially be damaged
• Cannot find the site contact in order for them to sign on your device

On the Tech's device:

• Click the button that says "On my device" and click OK. This will pull up a screen where it shows the tasks that have been done, and also shows the Terms and Conditions for the customer to view if needed. 
• The customer can then sign on the device in the signature box, type their name into the text field just beneath, and click OK. 

On the Customer's device

• Click the button that says, "Text link to : (---) --- ----" 
  • --- If anything is wrong with the Site Contact number, you can click the button that says, "Text link to: Cell #" and plug in the appropriate number.
• After you type in the correct phone number and click OK, the customer will receive a text message with the link to review and sign for the work performed on the designated job day. 
  • IF the link expires before the customer can sign and they try to click the link, an alert screen with pop-up saying, "This link is expired. Please ask for a new link." The customer can do this one of two ways:
    1. Ask the Technician for a new link; or if the Tech has submitted their Field Ticket already to where they cannot access it anymore, the customer can then...
    2. Ask for the link to be resubmitted from the Company Office. 
  • In order to send the link again to the customer, you will need to open the Field Ticket for that work day, under the "Signature" tab in the bottom left side of the screen there will be a button that says "Send Signature Link." A pop-up window will appear that says "Send Link To" and you can plug in the number of the customer. 

--TO CUSTOMIZE THAT TEXT MESSAGE you will need to go to the CenPoint Desktop Main Screen. Click File> Company Branch Information> Click on the designated branch> Modify> Cust. Portal tab> You can customize the text message here. 

• After the customer clicks on the link that is sent via the text message they will be taken to a FT view page that contains the following information: 

  Company and Branch	Date
  Company Phone Number	Lead Technician
  Job Description	Tasks Performed
  PO #	Notes related to Job
  Req. #	Terms and Conditions
  FT #	Etc.

The customer is then able to digitally sign in the signature box, type their name within the text field just below, and click DONE. 

--TO CUSTOMIZE THE SIGNING SCREEN you can change the Logo on that previous FT view page for your customer. First go to the CenPoint Desktop Main Screen, Click File> Company Branch Information> Click on the designated branch> Modify> Cust. Portal tab> on the right hand side there is a "Logo" button. Click on the (...) button> click Set/Change> select the photo that you want.

QR Code

• The customer can scan the QR code from the Tech's device with their personal device and it will pull up the screen for them to sign.

--AFTER THE CUSTOMER'S SIGNATURE IS CAPTURED you will be able to see it on the Field Ticket as well as when you print out the FT, you will see their signature at the bottom of Field Ticket. 

We hope this has been helpful to you in understanding Customer Signatures! If you run into any problems or have any more questions, please contact us via phone (801-478-6822) or email (support@cenpoint.com) anytime Monday-Friday 8am-5pm MST.