For some jobs it is important to capture proof of delivery and proof of condition at a known point in time. In the vWork mobile app a captured customer's signature and a photo can be used as proof of delivery and proof of condition. You may also need to add a saved image or PDF file to a job. When captured these are saved with the job and can be used for reports and job audits.

There are two methods to capture customer signatures and photos in the vWork mobile app when completing a job. They can be captured:

with job fields in the Fields screen,
with the 'Sign + Photo' tool on the Details screen.

The method that you use depends on the workflow used in your organization.

Using the 'Sign + Photo' tool doesn't require switching to another screen in the mobile app and is useful when you want to keep jobs really simple and aren't using job fields. When using 'Sign + Photo' you aren't 'required' to capture this information to complete a job. But if this is included in your workflow, it is best to do so to make sure you have a good audit trail for the job.

Signature and Image fields are used as an alternative to the 'Sign + Photo' tool often when it is essential to capture a signature and photo for a job. These fields can have their permissions set as 'Required'. 'Required' fields must be completed before the final step for the job can be completed so this ensures a signature and/or photo are captured for audit purposes. Of course, these fields can also be used to capture Signatures and Photos, or add filles to a job, for other purposes too.

Capture a signature and photo using 'Sign + Photo'

The Details screen has a button to capture a customer's signature and a photo as proof of delivery. This is a quick and easy tool to capture a photo and signature but it is not required to complete a job. This option most often used to capture proof of deivery where jobs have no fields.

To capture a photo and signature from the Details screen.

Tap the Sign + Photo button to open the Signature screen.
💡 Tip: you may need to scroll to the bottom of the screen to find this button.
Have the customer sign their name next to the X on your device's screen. They can use their finger or a stylus (if your device has one) to do this.
Tap the line labeled Name, under the customer's signature, and use the onscreen keyboard to enter the customer's name.
You can also take a photo by tapping the photo icon found in the red banner at the top of the screen.
Take the photo and then confirm the photo selection by tapping in the red banner on the Photo screen.
You are returned to the Signature screen. Tap to save both the signature and the photo with the job.
To view the captured signature and photo, tap the 'Sign + Photo' button. You'll see the captured signature and name on the Signature screen. Tap the photo icon to see the saved photo. Use the device's back button to exit the screen.

Why use a 'Signature' and 'Image' field instead of 'Sign + Photo'?

Using a 'Signature' field with an 'Image' field in Fields is the best solution for capturing signatures and proof of delivery and condtion photos when:

fields are already being used to manage other job information
it is essential that you capture a signature or photo as proof of delivery and condition or other audit purposes.

A field's permission can be set to 'Required' in a job template. This means you must capture a signture or photo in the corresponding field before you can complete the final job step. If the field is required (must be completed to complete the job) it has a pink background.

Read on to learn how to use the 'Signature' and 'Image' fields in the vWork mobile app.

Capture a signature in a 'Signature' field

🔔 Note: The name of the 'Image' field is determined when the job template is created. In this template the Image field is called 'Signed for'.

To capture a signature in a field:

In the Fields screen, tap the 'Signature' field to open the Signature capture pop up.

In this example, the Signature field is called 'Signed for'.
Have the customer sign their name in the box on your device's screen. They can use their finger or a stylus (if your device has one) to do this.
Tap the 'Signed by' area to open the onscreen keyboard and enter the name of the person who signed. When you are done tap Done.
The captured signature and name of the person who signed are saved in the field along with a timestamp.
If needed, you can tap the 'Signature' field again to delete the signature and capture a replacement.

Capture a photo for a job in an 'Image' field

🔔 Note: The name of the 'Image' field is determined when the job template is created. In this template the Image field is called 'Proof of Delivery'.

To capture a photo in an 'Image' field:

In the Fields screen, tap the image field to open your device's camera in vWork.
💡 Tip: The image field is identified with this icon, .
Tap to take the photo with your device's camera, (or tap to upload a photo or PDF file already saved to your device - read more about this in the next topic).
The photo is added to the 'Image' field.
If needed, you can tap the 'Image' field again to delete the photo, take a new photo to replace the current photo, or share the photo.

Upload a saved image or PDF file in an 'Image' field

Sometimes you may be required to upload a file to an 'Image' field. Files must be saved on your device in a known location and may be any of these formats: .PDF, .jpg, .png.

To upload a file:

Tap in the 'Image' field to the camera an other image cpature options screen.

In this example, we tap the required 'Compliance certificate' image field.
Tap at the bottom of the screen to open the 'Add from:' pop up box.
Tap to select the option that you want to use to add your file.

In this example, we want to add a PDF file from the downloaded files we have stored on our device. We select 'ADD A FILE'.
Tap to select the file you want to add to the 'Image' field.
💡 Tip: You may need to browse to find the file on your device.

In this example, we tap 'Sample PDF File' saved in the 'Downloads'.
The file is added to the 'Image' field. If we want to see what it shows, or delete it, we tap the field.
From this view we can see the PDF file. We can also perform other actions here using the tools at the bottom of the screen.

We can delete the added PDF file, take a photo to replace it, or share it using any of the sharing apps we have on our device.

To exit this view and return to the 'Fields' screen, tap the back button.