How can I format a sheet or report to create a customer facing inspection signoff

How can I format a sheet or report to create a customer facing inspection signoff

Hi,

I work in construction and after our project managers inspect a project in the field I'd like them to have the ability to generate an inspection form for the property owner to sign on site using a tablet.

Right now they are using a sheet showing all measures that were inspected where they write down the quantity of each unit installed.

It would be great to be able to format that sheet to have a place for the customer to sign off and to be able to get a signature on site. We have docusign, so anyway that we could utilize that would be great.


Thanks in advance for the suggestions!

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Ian,

    I've added the answer here as well so others can go to the other post.


    We could probably print/export to PDF and sign. (maybe we need to change the structure or use another sheet with a better structure for the export/print

    How much information is there in the sheet?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    Would that work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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