When you complete a service call, you can obtain a sign-off from the customer to ensure they are fully aware of the repairs, replacements, and installations completed during the call.
To obtain a sign-off, click "Finish" after updating the work summary. This will take you to the sign-off form.
Upon clicking "Accept & Sign," the customer can review the work summary and add their email address, name, and signature to acknowledge the work completed during the call. Cloud will save the email, name, and timestamp when the work summary was signed off. This will be visible in the invoice and service history of the call.
You have the option to skip the sign-off if needed.
Either way, the call is moved to the "Ready for Invoice" status in the Office User view.