Estimate survey signature setting

When an engineer leaves a job, you may want confirmation from the customer that the work was completed in a timely manner. This setting allows you to set a message for your customer to sign, confirming the completion of the estimate event.

 


View Setting

➡️ Go to Profile Button > Settings > Estimate > Estimate Survey Signature Setting.

 


Configure Estimate Survey Signature

  1. Choose Yes or No.
  2. If you choose Yes, the Signature Message field will appear.
  3. Type your message in the field.
  4. Click Save.