Sign on closed work order on the Contractor Portal

Customers can digitally sign and confirm work orders that are closed with the Closed Complete or Closed Incomplete state.

Before you begin

Role required: wm_ext_agent and wm_ext_manager

You must enable the Signature Capture, PDF Order Summary, and Use Document Template to generate PDF Summary configuration options.

About this task

When a work order is closed, you are notified with a link to the work order. Open the work order to request a signature from the customer.

Note:

The work order closes only when all its related work order tasks are closed.

Procedure

1. Navigate to All > Field Service Contractor Portal > Homepage.
2. Click My Lists > My Tasks > All Tasks.
3. Open a work order task from the list that is in the Closed Complete or Closed Incomplete state.
4. Click the Work Order Details related list in the Work Order Task form.
5. Click the Preview and Sign button.
   The Preview and Sign option is available only if you have enabled the Use Document Template to generate PDF Summary configuration. Otherwise, the Sign and Confirm option is available, which enables you to capture the customer signature without showing any work order details.
6. From the Work Order form, review the details.
7. Sign the closed work order.
   • To enter your name, click Type signature.
   • To sign your name, click Draw signature.
8. Click Accept and Confirm.

Result

The signed PDF summary is generated and attached to the Work Order form.