How To: Obtain Customer Sign-Off on Installation

How To: Obtain Customer Sign-Off / Acceptance on Installation

In this tutorial, Audra McGrath goes over how to receive customer sign-off on installation. MyBlindCo’s Customer Acceptance feature allows customers to easily sign off electronically after installs!

  • In the installation appointment scheduled in the MyBlindCo calendar, click on the hammer at the top right of the screen. The hammer is a shortcut which will take you to the install ticket.
  • Here, you will see a simplified version of the order without line item grouping.
  • On this screen, toward the top right, there is a new button called Customer Acceptance. Click this button when the install is completed to bring up a page for customer signature.
  • In this page, the customer can choose to select line items to confirm.
    • If, for example, one item had an issue, the customer could un-check that item for remake.
  • Under the items, “Customer Acceptance” is written in blue. Click on this to bring up customizable terms and conditions which the customer is agreeing to by signing off.
  • Toggle on the Sign Electronically button (the button will turn green when it is on). This opens a grey box in which the customer can use their finger or a tablet pencil to sign off.
  • Click Done, and you will be taken to a payment page.

If you found this article about MyBlindCo’s Customer Acceptance feature to be helpful, you may benefit from our article about how to send an E-Invoice & E-Signature in the MyBlindCo Portal:

How To: Send an E-Invoice and E-Signature in the MyBlindCo Portal


Are you ready to take your business to the next level? my5starz is the best way to manage your business, market, and generate reviews. Click here to learn more.

Related Posts

How to: Use the Reports Feature in MyBlindCo
If you found this video about how to use the reports feature in MyBlindCo interesting, you may benefit from our...
How to: Use MyBlindCo on the App – For Installers
How to: Use MyBlindCo on the App – For Installers This video and instructions are specially made for Installers, to...
How To: Send an E-Invoice and E-Signature in the MyBlindCo Portal
How to Send an E-Invoice and E-Signature in the MyBlindCo Portal How To: Send an E-Invoice In the portal, navigate...
X