For some jobs it is important to capture proof of delivery and proof of condition at a known point in time. In the mobile app the customer's signature and a photo are often 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.

In this article

There are two methods to capture customer signatures and photos in the vWork mobile app. They can be captured in job fields in the Fields screen, and they can be captured using the 'Sign + Photo' tool on the Details screen. The method that you use depends on the workflow used in your organization. Generally fields will be used as an alternative to the 'Sign + Photo' tool when it is essential to capture a signature and photo for a job. Fields can be set as required. This means they must be completed before the final step for the job can be completed. Using the 'Sign + Photo' tool isn't necessary to complete a job - but if you are using this method we recommend you use it for every job to keep a record for job audits. 

In this article we explain both methods.

Topics include:

• Capture a signature and photo using 'Sign + Photo'
• Capture a signature in a job field
• Capture a photo, saved image or PDF file in a job field

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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 is most often used where jobs have no fields included to complete a job.

To capture a photo and signature from the Details screen.

1. Tap the Sign + Photo button to open the Signature screen.
   
   
2. Have the customer sign their name next to the X. They can use their finger or a stylus (if your device has one) to do this. 
   
   
   
   
3. Tap the line labeled Name, under the customer's signature, and use the onscreen keyboard to enter the customer's name. 
   
   
   
   
4. You can also take a photo by tapping the photo icon found in the red banner at the top of the screen.
   
   
   
   
5. Take the photo and then confirm the photo selection by tapping in the red banner on the Photo screen.
   
   
   
   
6. You are returned to the Signature screen. Tap to save both the signature and the photo with the job.
   
   
   
   
7. To view the captured signature and photo, tap in 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.

Capture a signature in a job field

You may be required to capture a signature in a signature field in the Fields screen.

🔔 Note 1: The name of the field is determined when the job template is created. In this template the signature field is called 'Signed for'.
🔔 Note 2: If the field is required (must be completed to complete the job) it has a pink background.

To capture a signature in a field:

1. In the Fields screen, tap the 'Signature' box to open the Signature capture pop up.
   
   
   
   
2. Have the customer sign their name in the box. They can use their finger or a stylus (if your device has one) to do this.
   
   
   
   
3. 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.
   
   
   
   
4. The captured signature and name of the person who signed are saved in the field along with a timestamp.
   
   
   
   

Capture a photo, saved image or PDF file in a job field

You may be required to capture a photo in an image field in the Fields screen.  

🔔 Note 1: The name of the field is determined when the job template is created. In this template the signature field is called 'Proof of Delivery'.
🔔 Note 2: If the field is required (must be completed to complete the job) it has a pink background.

To capture a photo in a field:

1. In the Fields screen, tap the image field to open your device's camera.
   (The image field is identified with a grey background and this icon, .)
   
   
   
   
2. Tap to take the photo with your device's camera or, tap  to upload a photo or PDF file already saved to your device.
   
   
   
   
3. The photo is added to the Image field.
   
   
   
   
4. 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.