Fewer Customer Signatures? | ServiceTitan Signatures Explained

Please note that if you are operating out of California, you will have a specific California-compliant version of this workflow. You will have an extra signature for the 3-day right to cancel and your technicians will also need to sign off on the authorization & acknowledgment for the estimate and invoice. More info on that here help.serviceti...
In this video, I go over all of the customer signatures required on a typical job, the reason for each, the proper workflow for when to collect them, and how you can customize how many signatures are required

[@Servicetitan]

Please note that if you are operating out of California, you will have a specific California-compliant version of this workflow. You will have an extra signature for the 3-day right to cancel and your technicians will also need to sign off on the authorization & acknowledgment for the estimate and invoice. More info on that here help.servicetitan.com/Content/Invoicing/cc-walkthrough.htm

[@louisecody9181]

Always a good refresher - first 3 mins is great for onboarding and all is great for manager awareness.... Thanks BCN

[@GeorgesAC1515]

Great info! Wish there was more of an example for E-signatures - also, would be a great idea to come up with a video on how to use IPad and iPhone at the same time for a worksite. I hear often that techs want to use a tablet, however, it’s more confident to use the phone in the attic but the table is great for writing invoices. So can you do a video on tips and tricks for that?

[@christinawarrick1369]

One note for us that service solely commercial it would be nice to just have an acknowledgment of work done and not both invoice signatures as we don’t bill them directly we bill their corporate office. We just want a signature stating yes we were there & yes the work was completed.

[@CoreyHickmann3]

When a customer approved a invoice remotely and it's a typed signature how legal is that vs something like DocuSign.

[@Servicetitan]

check out this info from our FAQ:
Are electronic signatures legal?
Yes! The Uniform Electronic Transactions Act (UETA) and the ESIGN Act provide that electronic signatures have the same legal effect and enforceability as handwritten signatures throughout the United States. In Canada, the Personal Information and Electronic Documents Act (PIPEDA) regulates electronic signatures and the Uniform Electronic Commerce Act (UECA) provides for the enforceability of electronic signatures (except for in Quebec which has its own version of the UECA). E-signed documents are legally binding!
What are the requirements for an e-signature to be valid?
Consent to do business electronically: The person signing must give consent to using an electronic signature. That means certain disclosures must be made to them before they sign.
Intent: Just like with a written signature, an e-signature requires that the person signing the document has the intent to sign the document. The person signing must agree to what they are signing and that they understand the effect of their signature. This can be demonstrated by the customer entering their name in the signature box, whether typed or drawn.
Association of the signature with the record: An electronic signature must be connected or associated to the document that is being signed by indicating a process by which the signature was created or by creating a graphical or textual statement, which gets added to the signed record.
Signed copies: Everyone who signs should receive a fully executed copy of the agreement that was signed.
Record retention: For electronic documents and signatures to be valid and legally binding, they must be both retained and able to be reproduced by all parties entitled to the document.
ServiceTitan provides a software solution for each of these requirements.