Signatures on Trade Trak
Signatures can be entered onto Trade Trak from any device on multiple features. Enter signatures by using a cursor on a desktop or your finger on mobiles and tablets.
Use signatures on quotes to show that a client has read and agreed to your quote.
When your quote has been built on Trade Trak (read how to do this here), an ‘Approve’ button will appear.
Click this button, and the ‘Approve Quote’ page will appear. Among other details, you will be asked to enter a signature. Your client can enter their signature directly, or if you have received approval online or over the phone, a worker can attach their own signature and add a note to the quote.
Once done, press ‘Approve’. The signature will be attached to the approved version of the quote.
Users can add their signatures to SWMS to signify that they agree to follow the statement’s suggestions.
Once you’ve built or copied your SWMS (read how to do that here), at the bottom of the page you can add signatures. The user creating the SWMS is required to add their signature, but can also add other users that they are with by clicking ‘+ Select users to sign’. You can even use the textbox to add the name and signature of someone who doesn’t have a Trade Trak account.
Not all reports have a field for signatures. When the template is set up, the user creating the report has the option to select the field and where it goes. This means that the signature field can appear at any point during the report, but generally, they will appear at the end.
Some reports may require the signature of a specific user, or they may allow you to add additional signatures. Once you’ve signed, ‘+ Add another signature’ as needed.