- Aufmaster :: EN
- Takeoff measurement
- How do I get a list signed by the customer?
How do I get a list signed by the customer?
With “Complete list”, your customer signs right on the phone. The list is then final, and the customer gets the document by email.
Video
Video coming soon
Greta is recording this video right now. Until then, the quick guide has every step.
Quick guide
- In Site Measurements, open the list that is being handed over and tap “Complete list”.
- Enter the customer's first and last name and email address. The customer's role is optional.
- The customer signs with a finger in the field. A double tap clears the signature so they can start again.
- If you like, save the current location by GPS and protect the link to the list with a PIN.
- Tap “Confirm & complete”. The customer gets an email with the document and a link to the list.
- Above the list you then see “Completed on …” with the customer's name.
Text & details
A completed list is final. It can no longer be edited or added to. So check beforehand that all entries are right.
Without internet, the app sends the email as soon as the phone is back online.
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