Customer Signatures — Intake & Pickup

Two standard repair-shop signature captures, both backed by the same touch-aware signature pad component. Works with a finger on a tablet, a stylus, or a mouse on desktop. Saved as PNGs to your tenant’s R2 storage.

Intake signature + liability disclosure

When creating a new work order at /work-orders/new, scroll to the Customer Acknowledgement card at the bottom of the form.

1. Read the disclosure text to the customer (or have them read it). Default text is JewelTrak’s stock language; you can customize it per-shop — see Per-shop disclosure text below.
2. Have the customer sign on the pad with finger / stylus / mouse.
3. The work order’s Save button now captures both the intake form AND the signature; signature uploads to R2 after the work order is created and the URL stamps onto the repair row (IntakeSignatureURL + IntakeSignedAt).

The acknowledgement is optional — the work order saves either way. If the customer refuses to sign, leave it blank.

Per-shop disclosure text

The default text reads:

I authorize the work described above. I understand that estimates may change if scope, material costs, or unexpected conditions require it. I acknowledge that the shop is not responsible for pre-existing damage, manufacturer defects, or items left beyond 60 days after notification of completion.

To customize per-shop, set companystores.IntakeDisclosure to your own text. (A settings UI for editing it is a planned follow-up; for now configure via SQL or wait for the UI to ship.)

Pickup signature

When the customer arrives to collect a finished piece, click Customer’s here at the top of the work order. One drawer walks the counter through the pickup in order:

1. Balance due: the amount still owed, with Take payment (the same Add Payment form as the Payments card). When the job is paid it says Paid in full. Paying the balance in full finalizes the invoice automatically. When the drawer can’t take the payment itself, it says why (the invoice is already finalized, you don’t have permission to take payments, or the job has no customer yet) and links to the job’s invoice. A credit owed to the customer is refunded on the invoice, and the drawer links there too.
2. Customer signature: hand them the device; they sign on the pad.
3. Complete pickup: saves the signature and marks the job picked up, the same as the old Mark picked up button, including the optional thank-you message step.

If money is still owed or nothing was signed, Complete pickup tells you which and asks Complete anyway? It never blocks you, since a shop sometimes releases a piece on account.

The Pickup Signature card further down the page still works on its own too, once Status is ready_for_pickup or picked_up: sign on the pad and click Save Pickup Signature.

The signature uploads to R2; the URL + PickupSignedAt timestamp lands on the repair row. The card flips to show the captured signature image — confirms it’s been recorded.

Why bother

Both signatures are liability protection. The intake disclosure covers you for in-progress changes (“the customer agreed estimates may change”) and abandoned-item policies. The pickup signature covers you for post-collection disputes (“the customer acknowledged receipt — you can see their signature in JewelTrak”).

If you skip the signatures, you lose the paper trail — fine for repeat customers you trust, but standard practice on first-time customers and on high-value work.

Signature pad usage tips

• Tablet in the shop: this is the intended UX. iPad or Android tablet → customer signs with finger. Touch sizing already at 44px tap targets via JT’s foundation.
• Stylus support: works on any device that reports stylus events (Apple Pencil, Surface Pen, Wacom).
• Mouse: works for desktop testing, but stylus / finger is much more natural for a signature.
• Clear: button below the pad — wipes and lets the customer re-sign.
• Resize: if you resize the window mid-signature, the pad clears. Sign last after laying out the form.

See also

• Take a Deposit on a Work Order — often paired with intake signature on custom jobs
• Quote a Custom Job — quote acceptance is a separate paper signature (Quote PDF) for now; digital quote acceptance is a planned follow-up