Documents & E-Signatures — signed before the knife comes out

Send waivers, care instructions, and work authorizations to customers and get them signed electronically — no printer, no scanning, no "I'll sign it at pickup." Every signature produces a locked PDF with the exact text the customer read, their drawn signature, and an audit trail.

Setting up templates

Settings → Documents. Start from one of the three built-in bodies — liability waiver, care instructions acknowledgment, or work authorization — then adjust the wording to match your shop. Templates are plain text; numbered sections read best on a phone.

Editing or archiving a template never changes documents you've already sent: each send snapshots the text at that moment, because the legal record is what the customer actually saw.

Sending a document

Open the job → Details tab → Documents & e-signatures → Send document. Pick a template (or write a one-off), confirm the customer's email, and either Send for signature (emails them the link) or Create link only (copy it into a text or hand them a tablet at drop-off).

The row tracks everything: sent, viewed (with a view count), signed, or voided. Pending documents can be re-sent or voided; signed ones are permanent.

What the customer does

The link opens a clean signing page — your shop's name and logo, the document, a name field, a signature box they draw in with a finger or mouse, and one explicit agreement checkbox. Takes about a minute on a phone. Pending documents also appear on their job-tracking page as an "action needed" card.

What you get back

• A bell notification and email the moment they sign.
• A signed PDF in the job's files: document text, drawn signature, signer name, timestamp, and an audit block (reference ID, IP address, device). The customer gets the same PDF from their signing page.
• Immutability: a document can only be signed once, and signed documents can't be edited or voided — that's the point.

Why bother

• Check-in disputes die when the customer signed the pre-existing-damage clause before work started — on their own phone, with a timestamp.
• Every competitor pitching "digital contracts" charges for this; yours lives inside the job you already run.