Get customer signatures fast and jobs started quicker — all from your phone.
Nowadays clients have specific expectations when it comes to how they do business. One of the most recent to develop is the ability to sign documents digitally.
If you’re still pulling out a paper estimate or putting that final invoice in the mail, your customers may begin to lose faith, or worse become frustrated when things inevitably turn out incorrect or get lost in the shuffle.
With eSignature, your technicians can simply pull out their phones, get a signature from the customer, and quickly move on. This leaves customers happy and satisfied with an easy process that starts and ends each job on a high note.
Sometimes one of the biggest headaches for any tradesperson is getting the final signature either on an estimate or an invoice.
Chasing down a customer for a signature on a paper document means finding a time that works for them and your technicians. It also means making sure no papers are lost or damaged, and that all relevant documents have been signed.
If any one step goes awry, you’ll have to start the process all over again, wasting precious time and money — and customer patience. eSignature takes the hard work out of getting a signature with a simple and easy process that can be done in just a few quick steps.
Customers can sign any invoice or estimate right on a technician's phone. Just set up your estimate, hand the customer the phone, and get a quick signature. Download the document to a PDF and send to the client in an email.
A long, multiple step process just got boiled down into a few quick actions that can be done directly on the jobsite. No muss, no fuss. Just happy customers.
Getting a job moving quickly means starting off with a happy customer, while also opening up your schedule for more jobs down the line.
Get estimates reviewed and signed off quickly so that you can get down to the real business of every job.
"Good bang for the buck, easy to set up, great customer service that is US based. very easy to customize to your small business."
"What I liked most about FieldPulse are the features that it has for the price of using the software. It is very reasonably priced for big companies all the way down to the single person business."
To prepare yourself for the upcoming year, it’s important to think about how things changed in 2020. Reflecting on how practices have been different can help you ready yourself for whatever 2021 brings — which is hopefully something a little better than what 2020 had in store.
