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Service | Customer Service, Contact Center, Fie...
Answered

Work Order Printout with Signature

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Posted on by 5

I’m trying to decide if the Dynamics platform and, more specifically, the field service component is right for our organization. I’ve watched tons of videos of how to create signature fields for custom work order forms, and have those signatures apply to the work order digitally speaking. All of these videos stop short of actually showing us what it looks like. When we invoice our customer, we need to give them a copy of our signed work order ticket. What does this look like? Where can I see an example of a work order printout with the details my customer would need?

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  • Suggested answer
    chris xu Profile Picture
    on at

    Hi Bccmhemmes,

    Is below the details you're finding to achieve the requirement?

    https://www.powerobjects.com/blog/2018/04/16/capturing-signatures-in-dynamics-365/

    Thanks

    Chris

  • bccmhemmes Profile Picture
    5 on at

    This is one of the many articles I've read, and it seems great.  But they don't actually show you a hardcopy printout / PDF of what this form will look like in the customer's hands. I need to be able to send the actual work order ticket, with work done and the signature from an authorized client representative on a print out, sent with our invoice, or we won't be paid. Are there any examples of the final product on a hardcopy?

  • Suggested answer
    antc Profile Picture
    2,911 on at

    I don't have any time sorry to drag it out however you can capture signatures on app and then print it in word template as base 64. We also used flow to convert to pdf and then emailed to customer.

  • Verified answer
    moko33 Profile Picture
    1,788 on at

    I think there is nothing how you would want it to look like available out of the box (OOB). I don't know of any "reports" that contain the technicians signature OOB.

    Usually for a Field Service implementation, these kind of printouts are generated as PDF but are highly custom specific.

    It usually takes a fair amount of time to create one of the underlying printout templates. 
    But this way you pretty much can get what you need.

    Nearly everything can be printed: lists of executed tasks, used materials, delivered services, times, prices, lists of notes, remarks, pictures and whatever else you can imagine. Surely also a signature is a very common part of this document.

    There are several ways to implement such a report/document template (however you want to call it).

    You can use one or more of these options to create such a template/report:

    • Power Automate/Flow
    • Field Service Mobile Offline Reports (can be created on mobile while not having active internet connectivity)
    • 3rd party tools (I really recommend DocumentsCorePack)
    • SSRS reports

    Moreover using a signature you can have it added into your document as a simple embedded picture or you can use an official E-Signature leveraging other 3rd party tools like DocuSign.

  • bccmhemmes Profile Picture
    5 on at

    Thank you for the info, this is the explanation I was seeking. Flow is great in my experience, and I agree it sounds like you should be able to completely customize the data you’d like to output, albeit with some additional onboarding time. Thank you, I’ll look into it further.

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