Setting up Contactless Signatures in TechPro?

How to set up contactless signatures in techPro

Contactless signatures provide a safe way to receive a signature from customers without having to touch a tablet or smartphone. A contactless signature is completed one of two ways: by providing a QR code for a signer to scan or by sending a link to a signer.
Once the contactless signature is accepted and sent, the signature is applied to the customer signature field of the Checkout page. Contactless signature options in the Checkout page in App Settings specify how to handle signatures received after the technician completes a checkout. They can be managed individually, or you can automatically attach an updated work order report to the work order in the back office.

By a QR Code:

1. Show the QR code to a signer so the signer can scan the code.

2. Once the code is scanned the Website QR Code notification appears on the device. Click the notification to open a webpage where the signature can be entered.

3. The signer signs the form and types their name in, then clicks Accept & Send to send the signature. A message appears saying the signature was received.

4. If the user is still on the Checkout page, the signature populates the Customer Signature box and their typed name. If the signature doesn’t populate automatically or if they are on another page, click Apply Signature.

5. Continue processing the checkout as you normally do.

By a Link:

1. Enter a phone number and/or email address to whom you want to send the contactless signature link.

2. Click Send.

3. A text and/or email with a link to the contactless signature webpage is sent to the signer. Click the text or email to open a webpage where the signature can be entered.

4. The signer opens the link and types their name in, then clicks Accept & Send to send the signature. A message appears saying the signature was received.

5. If the user is still on the Checkout page, the signature populates the Customer Signature box and their typed name. If the signature doesn’t populate automatically or if they are on another page, click Apply Signature.

6. Continue processing the checkout as you normally do.