Get jobs approved faster with WorkPal
We’re always looking for ways to make field service management smoother and more efficient for our users. One of the biggest pain points in job scheduling is waiting around for client approvals. Chasing down signatures and navigating back-and-forth emails wastes time and slows everything down, which can really impact company-wide productivity. That’s why we’ve introduced our nifty solution: the instant customer sign-off feature.
We make our job management software work for you, with regular updates and new features. With this feature, you can wave goodbye to printing, scanning, or chasing approvals. The instant customer sign-off is one of many exciting features in our Quote Management tool, and you can get customer sign-off in just a few clicks, speeding up your workflow and helping you move from quote to job faster than ever.
Instant customer sign-off explained
Our instant customer sign-off feature is built to simplify your approval process from start to finish, making everything easy and efficient. Now, you can send quotes directly from WorkPal and capture digital signatures instantly. This gives your clients an easy, paperless experience with no fuss or stress.
This not only gets rid of delays but also makes it easier for your office and field teams to coordinate. Once a quote is approved, your office staff can immediately schedule jobs and assign engineers. It’s perfect if you’re tired of wasted time and heavy, or lost, paperwork.
The instant customer sign-off feature helps WorkPal customers:
- Send professional quotes to clients and request approval in a single step
- Collect digital signatures instantly, from anywhere
- Automatically trigger job creation once quotes are approved
- Reduce admin time and speed up the sales-to-service cycle
- Maintain a secure, paperless record of all signed documents
Why you’ll love this feature
Well, what’s not to love for busy field teams? This feature is perfect for fast-paced businesses that want to shorten turnaround times, without the downside of compromising professionalism. Whether you have teams in the office or out in the field, or both, getting quotes approved quickly means you can start jobs sooner, improve cash flow, and offer improved service to your customers. These things all add up, and can help boost your reputation, and your business!
By moving your approval process to digital, you’re cutting out unnecessary steps, reducing the risk of lost paperwork, and making a great impression with simplified and slick approach.
Ready to speed up approvals?
Getting a customer’s go-ahead shouldn’t be a roadblock, with the right tools, it can keep your team running effectively and your projects on schedule. If you’re ready to simplify your quoting process, shorten delays, increase productivity and keep everything moving, it’s time to try out our instant customer sign-off feature.
Chat to our team today about how this feature will boost your team or book a demo to see it in action.
Want to read more of our feature highlights? Head to our blog page.
Want to discover what features are available? Head to our features page
