Sign an action plan
These steps show you how to have a finalized action plan signed. Both parties sign on the same screen, on the device on site. For the Admin, Office, or Field staff role.
Before you start
Section titled “Before you start”- An action plan you have finalized with Finalize for signing.
- The Admin, Office, or Field staff role.
- Finalize the action plan with Finalize for signing. The signing screen opens.
- Under Technician signature, enter the Signer name and draw the signature in the signing area. Choose Record signature.
- Under Customer signature, enter the Signer name, have the customer sign, and choose Record signature.
Result
Section titled “Result”Once both signatures are recorded, the action plan is activated. PestScope automatically generates the signed PDF document and stores it in the location’s dossier. Use Open PDF in dossier to view it right away.