PDF summary for work orders

Create a PDF for a work order that includes a summary of the completed work and the name and signature of the customer.

This feature is available for work orders that are Closed Complete or Closed Incomplete. The summary includes the completed tasks, parts used and returned, incidental expenses, and the time required to complete the work. The PDF also includes the name and signature of the customer.

After a work order has been closed, the system generates a message with a link to the work order form, which displays both the Sign & Confirm button in the form header and the Sign & Confirm related link. Use either the button or link to open the Signature Pad popup window. After the customer enters a name and electronic signature, the information is confirmed and a PDF is generated and attached to the work order.

Plugins

This feature requires the Field Service – Signature Pad plugin (com.snc.wo_signature_pad). To use this feature, activate the plugin and enable the related configuration options.

Tables

The Field Service – Signature Pad plugin adds the following tables.
Table Description
Signature Images

[signature_image]

Stores images of customer signatures for work orders.

Script Includes

The Field Service – Signature Pad plugin adds the following script includes.
Script include Description
GeneralWOForm Creates a PDF of the work order form.