When using Custom Fields with the Mandatory Fields feature, business administrators can require customer acknowledgment through either a typed name, a digital signature, or both. This requirement can be configured for both pre-work and post-work job states.
Note: Without Mandatory Fields, enforcement through Custom Fields is limited to capturing a digital signature based on the job state.
This feature helps ensure customer verification and accountability for completed work by requiring formal acknowledgment at key stages of the job process. It is especially valuable for industries with regulatory compliance needs or those that mandate customer sign-off before invoicing or reporting. By standardizing workflows and enforcing required inputs, it also reduces the risk of incomplete or inconsistent job records, supporting more accurate documentation and operational efficiency.
Making Signature or Typed Name Capture Mandatory
You can configure the digital signature and typed name fields as mandatory for all jobs. This setting is available in the Company Settings view under the "Mobile Settings" area.
What’s enforced:
Technicians will be required to collect a typed name and digital signature before marking a job as complete on mobile.
If either field is left empty, the app will display a validation message, preventing job completion until both are captured.
Mandatory capture of either or both the customer’s signature and/or typed name is now configurable for Pre- and Post-Work Job states under Company Settings
Before: The technician Prompted to Capture Customer Details to complete a job  | After: Customer enters their typed name and signature, the technician can complete the job  |
Customer’s typed name and signature are indicated as mandatory | Customer's typed name and signature captured |