Batch up your on-site sign-offs
You’re busy and your customers are busy …
… it is hard to find 10 uninterrupted minutes to sign-off all the worksheets on a large site.
Especially when several jobs have been requested on a single site such as:
- vehicle repair for fleet or rental management
- snagging lists on construction sites
- multiple occupancy maintenance/testing
That’s why magic5 developed Batch Sign-off
Fill in your form as usual and save. The form will be flagged as Incomplete because it hasn’t been signed, and it will appear in your ‘Edit forms’ list.
It will also show a big red button in the Batch Sign-off menu. You can select by Customer or Site to view a list of work ready for sign-off.
The list shows information chosen by you to support your customer to be comfortable with signing off your work. And they, or you, can choose which ones are added to the batch before going ahead by ticking the appropriate box. If they need further information you can show them the details via the Edit forms menu item.
When everyone is happy, select Sign Off from the context menu and it takes just a moment to sign off the whole batch.
Some set-up is required to enable batch-sign off for a form but if you are confident within Maintain Templates this is easy to do yourself. Give us a call or an email if you need help.