Approval Workflows

Every Job Signed Off Before Your Technician Leaves

FieldSign.io guides technicians through a structured approval workflow — service form, customer review, digital signature, and automatic report delivery. All in under two minutes.

How the Approval Workflow Works

Three steps. Two minutes. Zero paperwork.

01

Complete the Service Record

The technician completes all service form fields — work performed, materials used, time on site, and any relevant observations. Required fields prevent incomplete submissions.

02

Customer Reviews and Signs

The customer reviews a clear summary of the completed work, then signs with their finger on the technician's device. The signature is timestamped automatically.

03

Report Delivered Automatically

A branded PDF service report — including the signature, all job details, and your company branding — is emailed to the client immediately. The work order is marked complete.

Designed for Real-World Field Conditions

The approval workflow handles the realities of field service — time pressure, variable connectivity, and customers who need a clear, professional experience.

Guided Step-by-Step Flow

The approval workflow guides technicians through each step: complete the service form, review the summary, capture the signature. Nothing gets skipped.

Customer Review Before Sign-Off

Before requesting a signature, the customer sees a summary of the completed work. This transparency builds trust and eliminates post-approval disputes.

Instant Delivery on Completion

As soon as the job is submitted, the customer receives the signed PDF service report by email. No waiting, no chasing, no manual sending.

Tamper-Proof Records

Every signed approval is stored securely against the work order. The record includes the signature, timestamp, technician name, and full job details.

Branded Approval Documents

The PDF service report sent to customers carries your company logo, colours, and footer — projecting a professional image on every completed job.

Complete Audit Trail

Every stage of the approval workflow is logged: who created the work order, who completed it, who signed off, and when. Full accountability at every step.

Protect Your Business on Every Job

An approval workflow isn't just about efficiency — it's about protection. Every signed job creates a legal record that protects your business from disputes, chargebacks, and warranty claims.

  • Every job approved on site — no more chasing sign-offs
  • Customers receive their report within seconds of completion
  • Full legal record of every approval with timestamp
  • Eliminates "I didn't approve that" disputes completely
  • Triggers immediate invoicing — cash flow improves
  • Consistent approval process across your entire team

Implement Proper Approvals From Day One

FieldSign.io makes it easy to build a professional approval workflow into every job your team completes. Start your free trial and run your first digital approval today.

Start Free Trial — No Credit Card Required