Is it possible to generate a client sign off for an inspection in the field using a tablet?

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 Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Ian,

    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, andree@getdone.se)

    Would that work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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  • Ian B
    Ian B ✭✭✭

    Hi Andree,

    Thanks for the reply, below is a screenshot of the inspection sheet for reference. Ideally all of the "NEED" fields would be hidden and the format would be improved to be customer facing. So maybe creating a sheet (or report) that references this one to remove those columns would help. One of my issues is that we want this to have a more professional look to put it in front of a customer, and without some features like cell merging and being able to add a signature field this sheet is a little lacking at the moment.

    I did post this twice on accident, thanks for pointing that out, I'll try to delete. the first time there was an error that said it couldn't post.


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Would it work to have all the text together in one cell or just use a few cells? I'm thinking that we could JOIN the information together to show in another sheet or in a report possibly.

    Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Ian B
    Ian B ✭✭✭

    Hi Andre, I've shared the sheet.

    Hmmm.... I still need to show what was installed in each unit so I would need a column for each measure being installed and a row for each apartment (we retrofit apartment buildings). I'm not sure how JOIN would help there?

    Thanks again for the help!

    Ian

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Thanks!

    I'll take a look and get back to you!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.