Digital precaution and safety forms in HCP

Cayce S

New Member
Feb 23, 2013
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Cayce Schied
Hello
Does anyone have their clients sign a digital waiver once the techs walk through and notate any problem areas ? I use Housecall Pro and do not see any waiver type forms in there. I currently have a physical paper to sign but would like to go all paperless.
Thank you
 

OxiFreshGuy

Well-Known Member
Nov 12, 2016
3,130
2,329
113
Real Name
Boris Johnson
Business Location
United States
Hello
Does anyone have their clients sign a digital waiver once the techs walk through and notate any problem areas ? I use Housecall Pro and do not see any waiver type forms in there. I currently have a physical paper to sign but would like to go all paperless.
Thank you
You should have a "Approve before work" button on the job. This signs the Terms and Conditions that you fill out in your account profile.
 

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