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Signatures and Review Requests

Get customer signatures on jobs, invoices, and estimates, and request reviews after completion

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OverviewDigital SignaturesReview RequestsWhy Signatures MatterWhy Reviews MatterTipsQuestions

Overview

BlueClerk lets you collect digital signatures from customers on jobs, invoices, and estimates - perfect for confirming work approval or completion. After completing a job, customers automatically receive a Google review request 24 hours later if you have a Google review URL configured in your company settings.

Digital Signatures

Requesting a Signature

From any job, invoice, or estimate:

  1. Open the record you want signed
  2. Click "Request Signature"
  3. Enter customer information:
    • Name: Required - who will be signing
    • Phone: Optional - for SMS delivery
    • Email: Optional - for email delivery
    • At least one contact method required - phone or email must be provided
  4. Add a message (optional)
  5. Choose delivery method - Button text updates dynamically:
    • "Send via Email" if only email is filled in
    • "Send via SMS" if only phone is filled in
    • "Send via SMS & Email" if both are filled in
  6. Click send to deliver the signature request

Signature Delivery Options

Phone and email are now equally weighted - neither is labeled "required" or "optional":

  • SMS only: Enter phone number, leave email blank
  • Email only: Enter email address, leave phone blank
  • Both: Enter both phone and email to send via both channels simultaneously

At least one contact method is required to send a signature request.

How Customers Sign

When customers receive your signature request:

  1. They receive a link via SMS, email, or both
  2. Click the link to open the signature page
  3. Review what they're signing - job details, invoice amount, or estimate scope
  4. Draw their signature on the screen (touch or mouse)
  5. Submit to complete

Tracking Signatures

  • Pending: Request sent, waiting for signature
  • Signed: Customer completed signature with timestamp
  • Expired: Link expired before being signed (7 days)

Review Requests

Automatic Review Requests

After a job is marked complete:

  1. Wait 24 hours - Gives customers time to evaluate the work
  2. Email sent automatically - If you have a Google review URL configured
  3. Customer clicks to leave a review on Google
  4. Your rating improves - More reviews = better visibility

Setting Up Review Requests

To enable automatic review requests:

  1. Go to Settings > Company Profile
  2. Add your Google review URL in the Reviews section
  3. Save changes
  4. Reviews will be requested automatically after job completion

Google Review URL

Your Google review URL looks like:

https://g.page/r/YOUR_BUSINESS_ID/review

To find it:

  1. Search for your business on Google
  2. Click "Write a review"
  3. Copy the URL from the browser address bar
  4. Paste into BlueClerk settings

Why Signatures Matter

Legal Protection

  • Proof of approval - Customer agreed to the work or price
  • Dispute prevention - Written record of what was agreed
  • Payment protection - Signed invoices are harder to dispute

Professional Image

  • Shows organization - Digital signatures are modern and efficient
  • Builds trust - Professional process reassures customers
  • Faster approvals - No waiting for in-person signatures

Why Reviews Matter

Business Growth

  • Higher visibility - More reviews = better Google ranking
  • Social proof - Potential customers trust peer reviews
  • Credibility - Demonstrates consistent quality work
  • Competitive advantage - Stand out from contractors with fewer reviews

Customer Confidence

  • Transparency - Real feedback from real customers
  • Decision making - Helps potential customers choose you
  • Trust building - Shows you stand behind your work

Tips

  • Request signatures promptly - Don't wait days after completing work
  • Use both SMS and email - Increases the chance customers will see and complete the request
  • Set up Google reviews - Automatic requests mean you never forget to ask
  • Monitor completion rates - Follow up on pending signatures if needed
  • Keep requests simple - Clear, concise signature requests get completed faster

Questions

Q: How long do signature links stay valid? A: Signature links expire after 7 days. If a customer doesn't sign within that time, you'll need to send a new request.

Q: Can customers sign on their phone? A: Yes - signature pages work on any device with a touch screen or mouse. Customers can sign with their finger on mobile or draw with a mouse/trackpad on desktop.

Q: What if a customer doesn't have email or a phone? A: At least one contact method (phone or email) is required. If a customer has neither, you'll need to collect their signature in person using a different method.

Q: Can I customize the review request email? A: The review request email is sent automatically 24 hours after job completion and uses a standard template. The email includes your company name and links to your Google review page.

Q: What if I don't have a Google Business Profile? A: You'll need to create a Google Business Profile first to get a review URL. Visit google.com/business to set one up - it's free and helps customers find you.

Q: Can I send signature requests to multiple people? A: Each signature request is sent to one person. If you need multiple signatures (like both homeowners), send separate requests to each person.

Q: Do SMS signature requests cost extra? A: SMS messages use your standard SMS credits or carrier rates. Each signature request via SMS consumes one SMS credit from your account.

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