Can we capture photos, signatures and forms?
Yes. All three are captured in the mobile app and attached to the job.
- Photos — team members can upload images to a job from the field, and you can view or export them from the web dashboard.
- Signatures — capture a client's signature directly on the device to confirm a delivery or completed service.
- Forms — build your own forms to collect whatever information you need. A form can be attached to a job or to a place, so it can be standard across many jobs or specific to one.
You can also attach reference documents such as a PDF to a job, so the technician has them on their phone.
Once a job is complete, you can save the whole job as a PDF to send to the client.