Customer sign-off
A customer sign-off is the customer's confirmation, usually a signature on the crew's phone, that the job was finished to their satisfaction.
Also called
- job sign-off
- completion signature
- work approval
A sign-off closes the job cleanly: the customer has looked, any spot they did not like was fixed while the crew was there, and the invoice goes out with an approval behind it. It also cuts callbacks from customers who only notice something days later.
For commercial and HOA work, the site manager often signs. When nobody is home, a set of after photos and a follow-up message can stand in.
Track it in Birdy
Leads, quotes, jobs and invoices on one customer record, set up with your own data.
Related
- FeatureCrew appThe crew's day on their phone: one next step at a time, checklists that can't be skipped, sign-off at the end.Read
- GlossaryBefore and after photosBefore and after photos are pictures taken on every job before work starts and after it finishes, as a record of condition and proof of the result.Read
- GlossaryCallbackA callback is a return visit to fix or redo work from an earlier job, usually at no charge, such as a streak left on siding or a missed section of driveway.Read
- GlossaryCrew appA crew app is the phone app field crews use to see their day, get directions, mark themselves on the way, follow checklists, take photos and log time.Read