Signed PDF summaries for closed work orders
In Field Service Management, customers can digitally sign and confirm work orders that are closed with the Closed Complete or Closed Incomplete state. A PDF summary of the signed work order is then created.
The summary includes the completed tasks, parts used and returned, incidental expenses, and the time required to complete the work. The PDF also includes the name and signature of the customer.
Activate Field Service Signature Pad
You can activate the Field Service - Signature Pad plugin (com.snc.wo_signature_pad) for Field Service Management if you have the admin role.
Before you begin
Field Service Management - Signature Pad requires you to install the Field Service Management plugin (com.snc.work_management). For more information, see Activate Field Service Management.
Role required: admin.
About this task
- Tables
- Script Includes
For more information, see Field Service - Signature Pad components.