> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/administration/settings/enable-and-customize-work-acknowledgments.md). # Enable and customize Work Acknowledgments Work Acknowledgments settings turns on-site signoff on or off for your business. When enabled, technicians can collect a signature on a visit and email a generated PDF acknowledgment to the customer. > **Where to find it:** Settings -> Work Acknowledgments Turn on Enable Work Acknowledgments and confirm. The first time you enable it, Essential sets up the standard acknowledgment form, PDF template, and email template. Turning it off hides Work Acknowledgments across the app and prevents technicians from collecting new ones, but already-collected records and your saved templates are kept so you can turn it back on later. When Work Acknowledgments are enabled, configure Photos, customer signature fields, Terms & Conditions, and custom fields above the Templates section. The PDF and email cards then show live previews, plus an Edit button that opens the full editor — both editors support Liquid variables and a Reset to default button inside the editor. If you've customized the PDF template and want to start over, a Use default button on the card restores Essential's standard layout; your email, terms, and custom fields are left untouched. Hover over the **Custom** badge for a reminder about settings that may need corresponding Liquid variables. Save applies the template for acknowledgments generated after the change. The PDF template controls the document attached to the submitted acknowledgment. The Email template controls the subject and body of the message sent when the acknowledgment is delivered to the customer. ## Photos Use **Include photos** to control whether technicians can attach multiple photos while completing a Work Acknowledgment. Change the switch, then select **Save**. The standard PDF template shows captured images in a Photos section. If you enable photos while using a customized PDF template, Essential asks before replacing it with the standard template so captured photos are guaranteed to appear. Turning this setting off removes photo capture from new acknowledgments. Photos already saved on a submitted acknowledgment remain part of that record and continue to appear if its PDF is regenerated. ## Customer signature fields Use **Include customer full name** and **Include customer title** to choose which details the signer must enter. Enabled fields are required and appear directly below Customer Signature on the form. On the standard PDF, the enabled details appear together on one line below the signature, such as **Dana Cole, Property Manager**. Change either switch, then select **Save**. If you enable either field while using a customized PDF template, Essential warns that the customization must be replaced for the new signer details to appear. Select **Save & use default** to save the fields and switch to the standard PDF template, or cancel to keep editing without changing the template. Turning a field off removes it from new acknowledgments. Details already saved on a submitted acknowledgment remain part of that record and continue to appear if its PDF is regenerated. ## Terms & Conditions Add optional terms that appear at the bottom of the acknowledgment document, below the signatures. Leave it blank to hide the section. Terms & Conditions has its own Save. Saving visible terms while using a customized PDF template offers to switch to the standard template so the terms appear in the document. Clearing terms does not replace a customized template. ## Custom fields Add your own fields for technicians to fill in on the visit — a Work Order number, for example. For each field, set a Label, a Type (short or long text, number, date, time, a dropdown of choices, or yes/no), a Placement that controls where it appears on the document, and whether it's required. Custom fields has its own Save. Adding or changing a custom field while using a customized PDF template offers to switch to the standard template. Removing fields alone keeps the customized template. Placement options follow the document from top to bottom: * on the Serviced By row * on the Date / Time row, after Time Finished * before Description on a new line * after Description * after Parts, Labor, and Items * after Photos * after Signatures Photos, customer signature fields, Terms & Conditions, and custom fields appear in the standard document and its live preview. When an additive setting could be missing from a customized PDF, Essential asks before saving and replacing the customized PDF with the standard template. ## Related guides * [Create a work acknowledgment on mobile](/field-operations/mobile/create-a-work-acknowledgment.md) * [Work acknowledgments on a job](/customers-and-work/jobs/work-acknowledgments-on-a-job.md) * [Feature availability and setup](/getting-started/getting-started/feature-availability-and-setup.md) * [What you can set up in Settings](/administration/settings/what-you-can-set-up-in-settings.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/administration/settings/enable-and-customize-work-acknowledgments.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.