Creating a Work Acknowledgement in the Mobile App

Derek Torres
Derek Torres
  • Updated

A Work Acknowledgement is a document your customers can review and sign in the field. It will summarize all the work performed on a Job Appointment. When the customer signs this document they are indicating that the work has been completed.

Creating a Work Acknowledgement is typically the second to last step when a Tech completes a Job Appointment.

This article will walk Techs through creating a Work Acknowledgement on the ServiceTrade Mobile App.

Step 1: Tech Creating a Work Acknowledgement

  1. On a Job Appointment Page, tap the Create Work Acknowledgement button. This will take you to the Create Work Acknowledgement Page.
    WorkAck1.png
  2. On this page, the Tech can review the following information before you create the Work Acknowledgement for your customer:
    • Job Number - ServiceTrade job number associated with the appointment.
    • Job Type - Type of job being performed.
    • Contacts - Select an existing contact or create a new one for the person who will be signing the work acknowledgement
    • Services - Services assigned to the appointment the work acknowledgement is being created for. 
    • Job Items - Job items that were used on the appointment.
    • Files and Photos - Documents and photos that were uploaded to the appointment.
    • Deficiencies - Deficiencies that were created on the appointment.
    • Comments - Public comments on the job or location associated with the appointment.
  3. On this page, there is also a text field where the Tech can add a Customer PO (if one is provided.)
  4. Once the Tech is done reviewing the Job Information. Tap the Review button in the top right corner. This will create the Work Acknowledgement.
    WorkAck3.gif
  5. The Tech can now let the customer review the Work Acknowledgement.

Step 2: Customer Reviewing Work Acknowledgement

  1. Once the customer has completed their review and approval, they need to tap the toggle on the acknowledgement toggle.
  2. Then the customer needs to tap the Confirm and Sign button.
    WorkAck4.jpg
  3. The customer will be taken to a screen where they will enter and review their contact information.
  4. The customer can tap to toggle on or off whether they want an email copy.
  5. Once done, the customer will tap the Next button in the top right corner.
  6. The customer will now be asked to provide their Signature if they "acknowledge this work has been completed as described."
    • If they need to redo their signature, they can tap Clear Signature and start over.
      WorkAck6.jpg
  7. Once done they will tap the Complete button in the top right corner.

Step 3: Tech Finalizing Work Acknowledgement

  1. The Tech should now ask the customer for the Mobile Device.
  2. The Tech can ask if the customer wants any additional copies of the Work Acknowledgement. If the customer wants more copies they can be e-mailed using the Email Copy button below.
  3. The Tech can then tap the Done button in the top right corner to return to the appointment screen and clock out of the job.

FAQs

Can I modify a Work Acknowledgement that has already been sent, and then resend it?

You can't modify a work acknowledgement after its creation. The PDF has been flattened and prohibits editing. 

However, a User with Admin credentials can delete the Work Acknowledgement from a Job, allowing the Tech to create another one. The one caveat to this is the Work Acknowledgement is not immediately available for the Techs to create after an Admin deletes it. It will take an indeterminate amount of time before the Tech can create a new one. 

 

How can I specify what my customers see on a Work Acknowledgement?

Visible to Customer can be toggled on or off for Services, Job Items, Files and Photos, Deficiencies, and Comments. 

Note: If this toggle is on, the service, deficiency, attachment, paperwork, or job item will be visible on work acknowledgements, pre-work authorizations, and service links. Editing customer visibility is identical across the Android and iOS apps.

 

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