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Who uses this: Admins and Team Managers, plus Service Agents when an Admin grants estimate and invoice permissions. Access to job reports, asset reports, and maintenance agreements depends on user permissions · Availability: All regions, and Custom Forms and Dynamic Proposals are add-ons

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Overview

FieldPulse collects a customer’s electronic signature in eight places: estimates and invoices, contracts, in-person estimate and invoice presentations, custom forms, job reports, asset reports, maintenance agreements, and Dynamic Proposals. Each method saves the signed document on the record it came from, so your team never prints, scans, or re-uploads a signed copy. Use the table to pick the method that matches the document you need signed.

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How it works

Every method follows the same pattern. You choose the document, add a signature request or field, and the customer signs by drawing or typing their name. FieldPulse then saves the signed copy on the record.

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Estimates and invoices

An estimate or invoice can carry a signature request on one record or on every record. To request a signature on one record, turn on Include Signature Request in the email window. To request a signature on every new estimate and invoice, an Admin turns on Default Display Signature Button in Preview Settings. The customer selects Sign and Accept, draws or types a signature, and selects Add Signature. No account or login is required, and the signed PDF appears under Files on the record. See How to Request a Customer Signature.

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Contracts

A contract is reusable text, such as a service agreement or warranty, that an Admin creates once and attaches to estimates and invoices. Set a default contract and choose how many signature lines it carries. Include Signature Request turns on automatically when a contract is attached. See Setting Up Contracts.

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In-person estimates and invoices

On the FieldPulse mobile app, if a contract is attached to your estimate or invoice, select Present on the estimate or invoice preview to show it to the customer and collect their signature on your device. See How to Create an Estimate.

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Custom forms

A custom form supports a Signature field, and you can require it for your team, your customer, or both. Select Send to be Filled to email the form to the customer, or fill it out on web or mobile with the customer present. The Lock Dynamic Link once Signed setting closes the public link after every signature is collected, and status automation moves the form to Completed when the customer signs. See Custom Form Settings Details.

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Job reports

A job report summarizes the work on one job or several. Select Include Signature Request when you send it, and the customer sees a Sign and Accept button above and below the job details. See How to Create Dynamic Job Reports.

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Asset reports

An asset report summarizes the details, notes, and photos on one asset or several. Select Signature Request when you send the report, and the customer sees a Sign and Accept button on the report. Send the report as a Dynamic Report or a PDF Report. See How to Manage Assets.

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Maintenance agreements

Open Contracts on a maintenance agreement and select Send to email the contract to the customer. When the customer accepts with an e-signature, you receive an email and the contract status updates on the agreement. See How to Create a Maintenance Agreement.

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Dynamic Proposals

Dynamic Proposals turn an estimate into a branded proposal and capture an electronic signature so the customer signs off on the spot. See Dynamic Proposals Overview.

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FAQs

Where do I find a signed estimate or invoice? Open the record and select the Files tab. The signed PDF is saved there. See How to Request a Customer Signature. Do I need a contract to collect a signature when I present an estimate or invoice in person? Yes. Attach a contract to the estimate or invoice, then select Present on the preview in the mobile app. See Setting Up Contracts. Can more than one person sign the same custom form? Yes. Turn off Lock Dynamic Link once Signed so the public link stays open after the first signature. See Custom Form Settings Details.