Customer Sign-Off and Feedback Collection

As you complete your Scheduled and Ad-Hoc Maintenance, you may require to get customer to sign-off on the job as proof that everything has been completed as per requirement. With Caction, this can be done through just a few clicks!

With the mobile-friendly platform, now everyone can review documents quickly at their own convenience - even on-the-go! You don't have to worry about company stamps as you can easily place them in the background of signatures or next to it with just a few clicks. You can even capture valuable insight from your customers when they rate your service through our Feedback feature.

Digital Signature on Mobile

With our seamless data connection between mobile and desktop version, you will also be able to request signature from your customers through the Caction mobile app whenever you are on site. This functionality provides legal validation and authenticity to completed forms without requiring physical paperwork or in-person meetings. The process captures both handwritten signatures and company stamps in a streamlined digital workflow.

This can be done by going to your preferred Digital Form, where you will find the Customer Feedback section in the Details page. You can click on it in order to have your customers to sign on it, as well as provide some ratings on the services that you have provided to them.

You can request the Customer's through different channels, from face-to-face interactions as well as through the WhatsApp messenger app. Below are some simple guide on how to request the signature from the customers.

In-person interaction with Customer

For example, if you want to get a remote signature for the Service Sheet (PM Report) from your customer, once you have completed the Job you can proceed to create the Service Sheet by tapping on the "+" icon.
Fill up the details and ensure that everything is in order, and then tap on the Save button to complete the Service Sheet Creation process.
Once you have saved the Service Sheet, you will be prompted to proceed to the Customer Feedback and Acknowledgement page. Tap on the "Yes" button to proceed with the Signature Request.
Scroll down until you see “Engineer Signature” and “Customer Signature”.
Request the signature from customer.
After getting the signature from customer and technician, click on “SAVE”.
The signature is saved when this prompt appears.

Remote Signature

The Remote Signature feature allows you to collect customer signatures electronically without requiring in-person meetings. This functionality streamlines the document approval process by enabling signature collection through multiple channels including WhatsApp, Email, or via a shareable link.

You can request for the remote signature through both the Mobile App as well as the Desktop by going through the options below:

On Mobile App:

From the Service Sheet Details page, scroll down and look for the Get Feedback button.
You will be able to find some options on requesting the Signature from the customer.
You will have 3 options on sending the Remote Signature to your customer, the first one being the Copy option. The Copy option will allow you to copy the link as text and send it to your customer manually.
The second option will be Send to WhatsApp, which will allow you to directly send the link through your WhatsApp Messenger App.
The third option for the Remote Signature is the Send by Email, which will open the Email Interface in the app for you to write the email and send it to the customer.

On Desktop:

There are two ways on how to send the remote signature link to your customers in the Service Sheet Details page.

The first way is by clicking on the 3-dot icon on top of the page, from which it will show you the dropdown menu.
From here, you can select some of the options on sending the Remote Signature Link to your customer, either by Copying and sending the link manually, Sharing the link via WhatsApp, or Sharing the link via Email.
The second option will be through the "Get Signature/Feedback" button. In the Service Sheet Details page, scroll down until you can see the Get Signature/Feedback button and click on it.
It will then show you the Sent Remote Signature Link pop-up for you to customize the message, and then have it sent to your customer.

On more guides for how you can request the Remote Signature, do have a read on our guides here:
How to Get a Remote Signature from a Customer Using the Mobile App?
How to Request a Remote Signature from a Customer?

View Related Service Sheet in Job

You will be able to view every Service Sheet that is created from the job through the Details Page. You will be able to find the "Related To" section in the Details Page, which will show all items and digital forms created for the Job.

On Mobile:

On the Details Page, scroll down until you can see the Related To section.
Click on the Related To button, and it will show you all Digital Forms that was created from the Job.

On Desktop:

On the Details Page, scroll down until you can see the Related To section.
Click on the Related To button, and it will show you all Digital Forms that was created from the Job.

Optional rating or notes

After you have done all your required task for the maintenance, you may also get your customers to go ahead and give a rating and feedbacks on your work! With this, you will be able to gauge your customer's satisfaction levels as well as provide a qualitative metrics which the management can use in order to measure your performance for time-to-time.

This will also ensure that your extra efforts when performing tasks are being noticed not just by the management, but as well as the customers. This will also help in boosting morale whenever a task is completed.

Record saved in Digital Form

Once your Digital Form has been created, all the records of actions, feedbacks, signatures and updates will be retained in the Digital Form, allowing you to always be able to go back to the report details and review the informations whenever you want. This will allow you or any future users to be able to access the records made on the digital form, ensuring all the important informations on the digital form to be passed down to all the future staffs that will be handling the customer or project in the future.

PDF Generation

While everything is still accessible online, there are still a need for physical copies or copies saved in a separate file or on a different device, and we understand the need for it. That is why we also provide a way for you to export your Digital Forms to PDF File, so that you can always have the peace-of-mind of having all the important data stored on your own devices or servers.

From the Details page, locate the Generate PDF button, and click on the button.
Ensure that everything in regards to the PDF is according to your requirement, and then tap on the Generate PDF button.
You will be able to find the generated PDF in the Details Page once it has completed.

The Remote Signature feature inside the Service Sheet allows you to collect customer signatures electronically whether during the Maintenance session, or at any convenient time. Electronic signatures create a clear audit trail with timestamps for improved compliance and record-keeping. The feature accelerates document completion cycles by removing delays associated with traditional signature collection which enable customers to sign documents at their convenience, improving their experience and satisfaction.