Add a Customer Sign-off Checklist

Step-by-step instructions

1. 
   Step 1

   Begin by planning to add a customer sign-off form as a checklist in your system to ensure technician compliance.

2. 
   Step 2

   Navigate to the Jobs menu, select Configure, and choose to add a new job checklist.

3. 
   Step 3

   Name the new checklist 'Job Sign-off Form' and save it as a job checklist.

4. 
   Step 4

   Use the AI feature to generate the initial customer sign-off form content automatically.

5. 
   Step 5

   Review the generated form and remove unnecessary fields such as customer name and email.

6. 
   Step 6

   Rename 'Project Completion Date' to 'Job Completion Date' and ensure the customer sign-off field is included.

7. 
   Step 7

   Set the checklist to be required for every new job and mandatory before job completion.

8. 
   Step 8

   Adjust signature requirements and add a required job photo if desired, then save the checklist to finalize it.