Field Service & Digital Sign-off
On-site technicians check in, complete the service report, capture the customer’s signature and check out — then a PDF report is emailed automatically.
Overview
Built for field service teams: technicians open a secure no-login link on their phone, record the visit and collect a signature on the spot.
The completed report is generated as a PDF, attached to the issue and emailed to the right people.
Key features
- Secure shareable link for on-site technicians on configured trackers.
- Check-in and check-out update the issue status and record visit times.
- Service report form saves custom field values and photos to the issue.
- Customer signature captured on a touch canvas and stored as an attachment.
- PDF service report generated, attached to the issue and emailed to groups, addresses or emails held in issue fields.
- Check-in and check-out times available as issue list columns.
Screenshots
Screenshots coming soon.
Built for a client engagement. Client names, data and source code are kept confidential.
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