Path: Module > Job Order
The Completion PDF is an auto-generated summary of the job, including checklists, notes, photos, meter readings, and the customer's digital signature.
After completing a job and capturing the customer’s sign-off, the PDF can be generated and downloaded to be shared with the relevant parties.
How to Generate and Share
Tap Sign & Complete after finishing all required tasks.
The customer signs the form directly on your device.
FieldEx automatically generates a Completion PDF.
Tap Download to preview the file.
Tap Share to send it via email, messaging apps, or store it for records.
Why it’s important: The Completion PDF acts as official proof that the work was completed as assigned. It provides the customer with a clear summary and ensures an accurate, professional record for billing, warranty validation, audits, or internal review. |