Create a signed PDF summary for a work order

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Request that customers digitally sign and confirm a closed work order. A PDF summary of the signed work order is then created.

    Antes de Iniciar

    Make sure that PDF summaries are enabled in Field Service Management

    Role required: wm_agent

    Por Que e Quando Desempenhar Esta Tarefa

    When a work order is closed, you are notified with a link to the work order. Open the work order to request a signature from the customer.

    Procedimento

    1. When you receive a message about the completed work order, click the link in the message to open the Work Order form.
      You can also find closed work orders by navigating to Field Service > Work Order > All Work Orders.
    2. In the title bar of the Work Order form, click Sign & Confirm.
    3. In the Signature Pad window, ask the customer to enter their name in the Name field.
    4. As the customer to sign their name in the Signature field.
    5. Click Accept.

    Resultado

    The signed PDF summary is generated and attached to the Work Order form.