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Customer sign-off before invoicing

Capture a customer's signature on the job, and control whether a job needs one before it can be invoiced.

For office staff and crewLast reviewed
On this pageBefore you start

A customer sign-off is the customer's signature on the job, confirming the work is complete. You can capture one on any job, and your business can require one before a job moves to Ready to invoice.

Before you start

  • Anyone who can see the job can capture a sign-off on it, including techs and contractors assigned to it.
  • Only the owner and admins can turn the company-wide sign-off requirement on or off, from Settings → Security. Only the owner, admins, dispatchers and office staff can override it for one job.

Capture a sign-off

  1. Open the job and select Work.
  2. Find Customer sign-off. If no sign-off exists, select its add action to open the sign-off sheet.
  3. Enter the customer's name.
  4. Ask them to sign on the pad.
  5. Select Save sign-off.

Once saved, the card shows who signed, when, the stored signature, and an audit hash proving the signature has not been altered since it was saved. Select Re-capture sign-off to replace it.

The sign-off is saved online, not queued for later like offline job updates. If there is no signal, ONYX1 shows: "No signal: the sign-off may not have saved. Keep this screen open and save again once you have signal." Your entries stay on the form so you can try again.

Require sign-off before invoicing

An owner or admin can turn on "Require a customer sign-off before a job can be marked ready to invoice" in Settings → Security. Once it is on, any job without a sign-off is blocked from moving to Ready to invoice.

On any individual job, a business role (not a site supervisor) can override the company policy from the Customer sign-off before invoicing control on the job page:

  • Company default follows whatever Settings → Security is set to.
  • Required for this job forces a sign-off even if the company default is off.
  • Not required for this job skips the requirement even if the company default is on.

If something goes wrong

  • Capture the customer sign-off below before marking this job ready to invoice. The job needs a sign-off first. Open Work, then Customer sign-off, and capture one.
  • Enter who is signing. / Add a signature before saving. The name or the signature is missing.
  • Couldn’t read the signature. Try signing again.

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