Customer Signature, Estimates, and Attachments for iPhone and Android

HouseCall Pro

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Jan 15, 2015
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www.tryhousecall.com
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Ruben Mier
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What's New on Android


Customer Sign-off
8e277307-2ec0-461f-8496-fa52f093cf4a.png

Before you start utilizing the Sign-off feature, you will need to enable the feature through the web portal. To access the controls, click on 'My Account' at the top right corner of the screen and select the 'Company' tab on the left side of the top ribbon. If you scroll down a little, you will see the 'Customer Signature' menu that consists of several on/off switches:
  1. 'Before Work Starts' - Switching this to 'on' will enable the terms and conditions signature option so that the customer can sign on your phone before the work begins.
  2. 'After Work is Complete' - Switching this to 'on' will enable terms and conditions signature option so that the customer can sign on your phone after the work is done.
  3. 'To Approve an Estimate' - This option will allow you to collect signatures on estimates.
d7bff29d-8442-4204-a311-6266846392a1.png

The 'Terms and Conditions' option under the 'Customer Signature' controls allows you to copy and paste things like customer terms, liability waivers, etc. These terms are linked when your customer signs off on a job.

667da95a-477b-49df-b2b2-b1f5f26b287b.png

You can find the 'Sign-off' options on each job screen details tab or job details check-out screens. Once a signature has been collected, the dollar value pertaining to that job will appear in green in its respective sign-off tab. In the picture above, a signature has already been collected 'before work starts' and another signature is currently being collected for 'after work is complete.'

Tax On/Off Toggle Switch
807f7c27-c13c-46c8-a10e-89c9b3b88280.png

You can now toggle your set tax rate on and off for any given job. This feature is ideal for professionals with multi-state service radius capabilities. The tax switch can be found in your job detail screen and can easily be switched by sliding it from side to side. Once activated, you will see the tax rate as well as the tax dollar value for that given job underneath the switch.
What's New on iPhone

Job Attachments
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Attachments for iPhones have finally arrived! On the main job screen, you will find the 'Attachments' tab that also displays the current number of existing attachments for that job. Once you click on the tab, you will be taken to a screen where you can view current attachments and add new ones.

For attachments, you can either take new photos or choose from existing photos. Any addition of attachments will reflect on both mobile devices and the web portal for your convenience.

Job End Time
ffddce8c-3416-43f7-9c8e-6010a7bdc310.png


In your job info screen on your iPhone, you can now click on the 'Schedule' tab and a new 'End Time' section will appear, allowing you to specify the job end time. This feature will help increase scheduling accuracy by representing true job start and end times for optimal job-to-job planning. It will also help to notify dispatch should an in-progress job suddenly change in scope or duration.

8799c700-5ba6-41dd-bd36-c593275083d0.jpg



Auto-Populating Job Capabilities on Web Portal
You can now choose from auto-populated job capabilities on your job line items. Once you start typing a new line item on the job edit screen, you will see a drop-down of all of your previously set job capabilities including description and set prices. This will make it easier for you to quick-add job items on the fly without going back to check on price lists.

Check out New Features
 

Jose Holguin

Premium VIP
Oct 20, 2012
12,462
4,362
113
34
Vail, CO
Real Name
Jose Holguin
Business Location
United States
fe4ebd4d-721f-4159-a442-3f027b76f4be.jpg
Newsletter & Updates
What's New on Android


Customer Sign-off
8e277307-2ec0-461f-8496-fa52f093cf4a.png

Before you start utilizing the Sign-off feature, you will need to enable the feature through the web portal. To access the controls, click on 'My Account' at the top right corner of the screen and select the 'Company' tab on the left side of the top ribbon. If you scroll down a little, you will see the 'Customer Signature' menu that consists of several on/off switches:
  1. 'Before Work Starts' - Switching this to 'on' will enable the terms and conditions signature option so that the customer can sign on your phone before the work begins.
  2. 'After Work is Complete' - Switching this to 'on' will enable terms and conditions signature option so that the customer can sign on your phone after the work is done.
  3. 'To Approve an Estimate' - This option will allow you to collect signatures on estimates.
d7bff29d-8442-4204-a311-6266846392a1.png

The 'Terms and Conditions' option under the 'Customer Signature' controls allows you to copy and paste things like customer terms, liability waivers, etc. These terms are linked when your customer signs off on a job.

667da95a-477b-49df-b2b2-b1f5f26b287b.png

You can find the 'Sign-off' options on each job screen details tab or job details check-out screens. Once a signature has been collected, the dollar value pertaining to that job will appear in green in its respective sign-off tab. In the picture above, a signature has already been collected 'before work starts' and another signature is currently being collected for 'after work is complete.'

Tax On/Off Toggle Switch
807f7c27-c13c-46c8-a10e-89c9b3b88280.png

You can now toggle your set tax rate on and off for any given job. This feature is ideal for professionals with multi-state service radius capabilities. The tax switch can be found in your job detail screen and can easily be switched by sliding it from side to side. Once activated, you will see the tax rate as well as the tax dollar value for that given job underneath the switch.
What's New on iPhone

Job Attachments
0d6dea23-1972-414c-a357-d346c8f3872a.png


Attachments for iPhones have finally arrived! On the main job screen, you will find the 'Attachments' tab that also displays the current number of existing attachments for that job. Once you click on the tab, you will be taken to a screen where you can view current attachments and add new ones.

For attachments, you can either take new photos or choose from existing photos. Any addition of attachments will reflect on both mobile devices and the web portal for your convenience.

Job End Time
ffddce8c-3416-43f7-9c8e-6010a7bdc310.png


In your job info screen on your iPhone, you can now click on the 'Schedule' tab and a new 'End Time' section will appear, allowing you to specify the job end time. This feature will help increase scheduling accuracy by representing true job start and end times for optimal job-to-job planning. It will also help to notify dispatch should an in-progress job suddenly change in scope or duration.

8799c700-5ba6-41dd-bd36-c593275083d0.jpg



Auto-Populating Job Capabilities on Web Portal
You can now choose from auto-populated job capabilities on your job line items. Once you start typing a new line item on the job edit screen, you will see a drop-down of all of your previously set job capabilities including description and set prices. This will make it easier for you to quick-add job items on the fly without going back to check on price lists.

Check out New Features

Awesome update! Had a question, when you email an estimate they get the same link to the terms and conditions right?
 
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HouseCall Pro

Well-Known Member
Jan 15, 2015
379
270
63
San Diego
www.tryhousecall.com
Real Name
Ruben Mier
Business Location
United States
Awesome update! Had a question, when you email an estimate they get the same link to the terms and conditions right?
Hi Jose, as long as you switched the "To Approve an Estimate" toggle to "ON," your terms and conditions will appear when the estimate is signed off. Everything you switch on will display the terms and conditions upon signature. However, your terms and conditions do NOT go out with the email. I can speak to my product team about possibly adding that.
 

Jose Holguin

Premium VIP
Oct 20, 2012
12,462
4,362
113
34
Vail, CO
Real Name
Jose Holguin
Business Location
United States
Hi Jose, as long as you switched the "To Approve an Estimate" toggle to "ON," your terms and conditions will appear when the estimate is signed off. Everything you switch on will display the terms and conditions upon signature. However, your terms and conditions do NOT go out with the email. I can speak to my product team about possibly adding that.

That would be great, I email most of my estimates and would prefer if the terms and conditions approval would go on the email.