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Have you ever been on site filling out a ServiceM8 form that a customer needs to review before they actually sign it?
You hand over your iPhone or iPad for the customer to sign in the box on the ServiceM8 app, but they can’t actually review the form, because you haven’t been able to produce it yet….
This means that you’re asking them to sign something they haven’t yet seen.
If this is something you’ve struggled with, then you’ll want to add eSignature fields to your ServiceM8 form.
By removing the customer ‘signature’ question and adding a remote signature field, you’ll be able to complete the form, show it to the customer on the ServiceM8 app and then ask them to sign once they’ve had a chance to read the finished form.
This ServiceM8 article shows you how to do this, or you can take the easy route and ask me to do it for you – Just email me at hazel@hazelwhicher.co.uk to request this change.
Do you do this already?
What ServiceM8 forms do you use most often?
Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.
I can help you craft a business that’s easy and efficient to run.
I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.
I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.
My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.
