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welcome back to Callahan’s corner you
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have some questions handsome live right
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here on Facebook got a great User
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submitted question here in the service
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autopilot users Facebook group you’re
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gonna pop up on the screen uh Marcus
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says I could use some help on signature
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boxes for accepting proposals in the
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photo attached it shows the instructions
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of the way the client is used to accept
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and sign the contract estimate uh there
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would be a purple box to click and
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accept and sign an initial uh looks like
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Marcus is potentially missing some of
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the main areas here he’s got this red
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box uh Chadwick here on the simple grow
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team has actually just answered this
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question here a few minutes ago uh to
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help the user actually figure this out
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um through some written text but I
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wanted to make a quick video so Marcus
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and everyone else having this question
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going into the season uh could
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understand the basics of how to do this
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here so what do you do is go into
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service autopilot and break this down so
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the first thing we want to do is go to
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the gear icon estimate settings this is
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where most of the things are going to be
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living here so
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as we go in we go to estimate settings
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and we’re going to go in and set the
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allow signature capture on my view my
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proposal that’s going to enable that
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feature of the electronic signature
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almost like a DocuSign uh no extra fee
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in there but it’s going to capture that
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picture
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um and put that in so once we have that
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set up uh we’re going to go into the
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gear icon and go to the document editor
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I’m not going to go into details this
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morning of it but there are three main
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parts to a document workflow we need an
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estimate email where they click the link
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to actually open up the estimate I mean
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the estimate document where they check
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the services with the pricing and do the
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electronic signature and then the third
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piece that goes in is the actual
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estimate acceptance email so if you’re
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building this out Marcus or anybody else
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watching this you want to make sure that
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you’ve got those three pieces now uh
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when we go in I’m just going to go right
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from scratch here we’re going to go in
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and select a document type of an
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estimate we’re going to name it
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and we can put our
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description in here and our subject so
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when I talked about the estimate email
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and estimate confirmation email this is
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where we would actually select those
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documents
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um and literally go in and
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uh connect those documents here so we
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would select the appropriate document
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here I’m just going to grab here for
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some documents just
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for time’s sake here but the idea is
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we’ve connected the estimate email
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estimate confirmation if we want a PDF
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we do that here we hit save that’s going
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to open up that blank document
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and the question or the piece that
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Marcus was missing here is the actual
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email signature component
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um so I’m going to use a blank template
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just you can kind of see where this is
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all going to come into so the document
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editor is a drag and drop Builder here
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and we just kind of drag these
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structures over as I’m sure he has
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already done what we would probably do
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is go in and add some text and an image
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up here for the header and then we would
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go in and grab our Dynamic content
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that’s where our pricing would live and
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we’d click in here and select the
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appropriate
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um grid so we can show that and then the
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final piece is
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where Marcus is talking about here we’d
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go into content grab our text and this
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is where we would go in and
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[Music]
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um
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contract terms
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billing terms and then
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um something click and
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sign below and this is where the
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estimate line would come in so we go
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into merge tags
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whether using a Mac or PC PC to be the
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command or control F is what I’d
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recommend here
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and grab that and if we just type for
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signature
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signature line is the one you want and
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that is what’s going to go in there now
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if you know you want the signature line
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you can actually go at and then just
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start typing signature and
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as you scroll through that would
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actually give you a shortcut to the
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signature line
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so both are the same you’d only want one
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obviously but once you have that in
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there that signature line is dynamically
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going to go in for them to sign print
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their name and hit accept and then once
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that’s done that is going to give us the
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ability to Marcus’s question how do we
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get the time and date stamped IP address
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on here so if we go in and click into an
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estimate
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um this is exactly what we were talking
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about here so you got signature
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information time and date stamps with IP
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address and under attachments we’ve got
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a PDF that’s printable of the exact
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estimate here uh in this test account
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that was signed here
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and then all the way down at the bottom
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you’ve got the signature so for
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collections Court pesticides that’ll get
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you covered so Marcus great question
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about estimate signature lines inside
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service autopilot Callahan’s corner