Electronic Signature

One of the purposes of the Mamut ServiceSuite mobile solution is to eliminate paperwork and yellow post-it notes for employees working out in the field, while still maintaining the employees' access to all needed information and preserving the ability to accurately report relevant data back to the company.

However, in some cases a customer’s signature is required for confirming the completion of an appointment.

To support this need, the mobile solution allows for customers to sign appointments electronically. All that is required is that the employee on site is equipped with a touch sensitive mobile phone or PDA.

Signing an appointment

Note! Please be aware that this functionality can only be accessed via Internet Explorer.

When an employee in the field has completed a customer appointment, the customer might need to sign the appointment.

In Mamut ServiceSuite's mobile solution, the employee then selects the appointment and views the details.

Near the bottom of the appointment's details there is a link called Add signature, clicking this link will take you to the page where the customer can sign the appointment.

The customer can then sign the appointment in the signature box, and click the Save button. The appointment has now been signed.

How to view the signature in Mamut ServiceSuite

If a customer appointment has been signed, it is possible to view it from within the appointment in Mamut ServiceSuite.

To do this, go to the Main menu drop-down bar, select the Planning module in Mamut ServiceSuite, and edit the appointment that was just signed.
As this appointment has been signed, the dialog box looks a little different than usual, and a Show signature link will now be displayed below the description of the appointment.
Click Show signature to display the customer’s signature.

The Signature will now be displayed.

This is all very well, but in many cases we need to be able to print the signature as well.

Printing the signature

Printing a signature can be done by adding the Signature field to either a report or a checklist in Mamut ServiceSuite. Checklists can be found by going to Main menu - Settings - Settings - Booking - Checklists. Click on Administer checklists and create a checklist field for the signature.

In this example we will add the signature to a checklist, thus assuming that you are familiar with the functionality of the checklists in Mamut ServiceSuite.

How to print a signature

In order to be able to print a signature, you must first design the report for the checklist that you wish to include the signature in. Click Administer checklists - select the Signature and then click Design to do this.
Select the Report tab and then click on the Appointment fields section of the left menu bar. Use the arrow to scroll down to Signature and insert this field. You can also insert a Signature caption above the field, and a figure/line below the field.
Now save the checklist by clicking the OK button.
Next, navigate to the calendar in Mamut ServiceSuite, in order to print the checklist.
Finally, right-click the appointment in the calendar and select Print checklist.

The customer’s signature has now been printed at the bottom left of the checklist/report.