Customer Signatures Made Simple with Workslip

Every field service professional knows the moment: the job is done, the customer is happy, and you need them to sign off on the work. With paper, that means pulling out a form, finding a pen that works, getting an illegible scribble, and then keeping that piece of paper safe until you can file it back at the office.

Workslip's digital signature feature replaces that entire process with a smooth, on-screen signing experience that takes less than ten seconds.

How Digital Signatures Work in Workslip

When a job is complete and you are ready for customer approval, open the job and tap "Get Signature." The app opens a full-screen signing canvas where your customer uses their finger to sign directly on your phone or tablet screen.

Once they sign, Workslip captures the signature as a high-resolution image and attaches it to the job record. The signature appears on the PDF receipt alongside the job details, photos, and line items. The entire flow from tapping the button to having a signed PDF takes under thirty seconds.

Technician Signatures Too

For businesses that require both customer and technician sign-off, Workslip supports a separate technician signature. This is especially useful for compliance-heavy trades like electrical and gas work where regulations require the technician to certify their own work.

The technician signature uses a dedicated full-screen route with landscape orientation support, giving ample space for a clear, professional signature.

Why Digital Signatures Matter

Dispute Protection

For a deeper look at why digital sign-off matters across the trades, read our article on digital signatures in field service. A signed digital record with a timestamp, job photos, and line items is far stronger evidence than a crumpled paper form. If a customer later disputes the work or claims it was never completed, you have a comprehensive digital paper trail.

Faster Payments

The moment a customer signs, you can generate and send a professional field service invoice. There is no delay between job completion and billing. Same-day invoicing consistently leads to faster payment cycles. Customers who receive their invoice while the work is still fresh in their mind are more likely to pay promptly.

Professional Image

Handing a customer your phone to sign on a clean, branded interface sends a clear message: you run a professional operation. It is a small detail that makes a big impression, especially on commercial clients and property managers who deal with multiple contractors.

The Complete Workflow

Here is what the end-to-end process looks like with Workslip:

1. Complete the job — update status, add final photos, log materials used
2. Tap "Get Signature" — hand the phone to the customer
3. Customer signs — finger on screen, takes five seconds
4. Review and confirm — both parties see the completed job summary
5. Send the receipt — email the PDF or share via WhatsApp with one tap
6. Create an invoice — tap the "Create Invoice" button on the completion screen to generate a professional invoice pre-filled with all job details

What the Customer Sees

After signing, the customer can receive a professional PDF via email or WhatsApp. The document includes:

• Your business name, logo, and contact details
• The job description and completion date
• Line items with quantities and prices
• Before and after photos from the job
• The customer's signature and the technician's signature (if applicable)
• Total amount and payment terms

This is not a generic form. It is a branded, professional document that reinforces your credibility and gives the customer confidence in the work.

Photo Documentation with Signatures

Signatures are most powerful when combined with photo evidence. Workslip lets you attach multiple photos to every job. These photos are included in the PDF receipt, creating a complete record that shows what was done, what it looked like before and after, and who approved it.

For trades like plumbing and electrical work, this combination of photos and signatures is invaluable for warranty claims, insurance documentation, and building inspection records.

Available on All Plans

Digital customer signatures are available on every Workslip plan, including the Free plan. We believe that getting customer sign-off is a fundamental part of field service work, not a premium feature.

The full feature set including invoicing, calendar view, and team management is available on Pro and Team plans.

| Feature | Free | Pro ($19.99/mo) | Team ($79.99/mo) | |---------|------|-----------------|-------------------| | Customer signatures | Yes | Yes | Yes | | Technician signatures | Yes | Yes | Yes | | Photo documentation | Yes | Yes | Yes | | PDF receipt with signatures | Yes | Yes | Yes | | One-tap invoice from signature | No | Yes | Yes | | Custom logo on PDFs | No | Yes | Yes |