Skip to content
English
  • There are no suggestions because the search field is empty.

How to Enable Customer Signatures

Follow these steps to enable customer signatures within organizations or for specific tickets.

Desktop: 

1. From the Nav menu, select the Organization tab. 

2. Select Customers. 

3. Choose the customer profile. 

4. From the middle menu, choose Settings - the first from the right. 

5. Under Ticket Signatures, you'll find this toggle:

customer signatures ON

6. Move to Yes to require customer signatures for the organization. 

7. Select Submit to apply the changes. 

8. To apply the changes on a new ticket, select the Workflow tab from the Nav menu. 

9. Select Tickets. 

10. Click the icon in the right corner to Create a Ticket. 

create a ticket icon

11. From the Customer dropdown, select the customer you just edited. 

12. The toggle will automatically be in the YES position

13. Depending on the requirements of the job, move to the NO position to disable the customer signatures required. 

customer signatures OFF

Mobile: 

1. From the Nav menu, select the Organization tab. 

2. Select Customers. 

3. Choose the customer profile. 

4. From the middle menu, choose Settings - the first from the right. 

5. Under Ticket Signatures, you'll find this toggle:

customer signatures ON

6. Move to Yes to require customer signatures for the organization. 

7. Select Submit to apply the changes. 

8. To apply the changes on a new ticket, select the Workflow tab from the Nav menu. 

9. Select Tickets. 

10. Click the icon in the right corner to Create a Ticket. 

create a ticket icon

11. From the Customer dropdown, select the customer you just edited. 

12. Click Select Customer. 

13. The toggle will automatically be in the YES position

14. Depending on the requirements of the job, move to the NO position to disable the customer signatures required. 

customer signatures OFF