Performing a Mobile Sign Off for an Invoice, Work Order, or Inspection Report

To sign off on a ProForma invoice, work order, or inspection report from a mobile device:

  1. On the Partner Console, click the button for the type of sign off you want to perform:
    • Work Order Sign-Off
    • ProForma Sign-Off
    • Inspection Sign-Off
  2. The Mobile Sign Off modal form opens, filtered for the SRO you selected on the Partner Console form. This information is displayed in the header:
    • Company name and address
    • Bill to address
    • Ship to address
    • SRO number, description, line, and operation
  3. In the Details section, you can make changes to the DataView layout. The DataView lists SRO transaction or inspection details.
  4. To sign off on the invoice, work order, or inspection report, specify your name and title, and then use your finger to sign in the Signature box.
  5. Click Accept.
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