# Forms and the customer's signature

Fill in the job's forms and checklists, and get the customer to sign on your phone, or record why they couldn't.

## Forms

Some jobs come with forms: an inspection checklist, a service sheet, a risk assessment. They're in **Work steps**.

1. Open the form and answer the questions. Answers save as you go.
2. When it's all filled in, tap **Finish form**.

A finished form can't be changed afterwards. If a check is marked **Fail**, the form shows **Finished · a check failed**. Depending on how your office set the form up, a failed check tells the office, marks the equipment faulty or creates a follow-up job.

Some forms issue a certificate when they pass, like a gas safety record. It's created when you finish the visit, and the customer gets it with their documents. You don't need to do anything else.

## The customer's signature

After you answer **Is the job complete?**, the app asks you to hand over the phone.

1. The customer types **Your name** and signs in the **Signature** area with their finger.
2. They tap **Confirm & submit**.

To send them the job report, leave **Email the job report to…** ticked.

If they can't sign, because nobody's in or they won't, tap **Customer can't sign? Record a reason** and choose why.