Add a Customer Sign-off Checklist

Step-by-Step Instructions

1. 

   Begin by planning to add a customer sign-off form as a checklist within your FieldMagic system.

2. 

   Navigate to the Jobs menu, select Configure, and choose to add a new job checklist.

3. 

   Name the new checklist 'Job Sign-off Form' and save it.

4. 

   Use the AI feature to generate the customer sign-off form within the checklist.

5. 

   Review the generated form and remove unnecessary fields such as customer name and email.

6. 

   Rename 'Project Completion Date' to 'Job Completion Date' and ensure the customer sign-off field is included.

7. 

   Set the checklist to be required for every new job and mandatory before job completion.

8. 

   Adjust signature requirements and optionally add a required job photo, then save the checklist to finalize.