Capture an Electronic Signature

Background

CounterGo and JobTracker do not currently have built-in support for capturing electronic signatures. However it is possible to capture signatures via a tablet running a 3rd party app, then attach the signature image file to the quote/job.

Recommendations

Job Well Done integrates tightly with JobTracker and is focused on helping your field people (templaters and installers). It does a lot more than capture signatures, but capturing signatures is built in.

You might also search your app store for a PDF app that captures signatures. If you have technically savvy people, they may be able to capture the signature using such an app and then upload it manually into Moraware.

Some specific apps that Moraware customers have tried:
SignEasy (for iPad) -- search for "SignEasy" in the app store, install it, test it, and make an account.

Once SignEasy is installed, go back to CounterGo and print a Quote on your iPad (which creates a pdf). You'll see an option at the top of the screen to "Open in SignEasy" (sometimes you have to tap near the top of the screen to make that option reappear). 

From there, it's easy to have the customer sign it (probably want to use "2nd party" and/or "3rd party" signatures so that they're not saved) and mail YOU a copy. Once that's done, you'll see an email icon that you can tap again to mail the customer a copy.

SignDoc (for Mobile Windows)

In order to upload it right from a tablet, you'll need to use a Windows device like a Surface Pro.

Android apps

Tips

When storing signatures in JobTracker, a good idea is to create a File Type of "Signature". This can be done under Job::Edit Settings::File Custom Fields.

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