The fieldwork taskflows can be configured such that field agents must capture digital signatures at the point of service in order for the task to be successfully completed.

An intuitive and user friendly mobile interface allows agents to quickly capture signatures with minimal effort.

In certain cases the it may not be convenient to add the customer action at the point of service as part of the mandatory Taskflow. Or, you may wish to provide an alternative arrangement if the customer representative is not immediately available for signature.

In such cases, our system can automatically send the customer a secure link that contains:

• Data from the tasks done by your field agents including captured parameters, before and after photos, videos etc.
• An area to upload a digital signature OR an interactive signature section for the client to sign on

Once a signature is captured, the task’s status is immediately updated in the system, ensuring that service completion is reflected in real time. This eliminates any delay between task completion and verification, allowing for faster processing.

The instant update improves workflow efficiency by providing accurate, up-to-date information to all stakeholders, reducing the risk of errors and enabling quick decision-making. This seamless integration ensures that tasks are tracked and managed more effectively, maintaining operational continuity and speeding up overall service delivery.

Each signature capture is logged with a detailed audit trail that includes timestamps, geolocation data, and any customer feedback. This comprehensive record ensures transparency and accuracy, making it easy to verify service completion, conduct audits, or resolve disputes. The audit trail enhances accountability and provides a reliable source of information for both the business and the customer.

In addition to capturing approvals and signatures as part of your task completion process, you may also wish to capture feedback on the work done.

• This could be from a different representative of the customer than who does the approvals.
• Or feedback could be requested for multiple jobs done for the customer for a certain period at a time (say, a week or a month)

The feedback can be captured through secure forms sent to the customer by email or instant messaging. We've seen that this simple step helps firms improve their processes and service quality before it becomes a concern.