Work acknowledgments on a job
A work acknowledgment is a form a customer completes to acknowledge the work performed on a visit - typically capturing a signature (and sometimes photos) - recorded against the visit and surfaced here on the job.
Work acknowledgments must be enabled for your business before this tab or related mobile actions appear. On the job page, open the Work Acknowledgments tab to see every acknowledgment tied to this job.
Each row shows the date it was created, the date it was submitted (if it has been submitted), and the attached files. When a single file is attached you can open it directly from the row to view the signed document. This tab is a read-only list for reviewing what has been collected.
On the related job task, a single work acknowledgment appears as a filename with a send icon beside it. When there are multiple files, the Work Acknowledgments card lists them in separate rows, newest first, with a file count in the header. Click a filename to preview it, download it, or move between the other files.
Below the files, Acknowledgment items shows the saved part numbers, descriptions, and quantities. Acknowledgment notes appears when the acknowledgment description differs from Tech Visit Notes. These entries let the office compare what the customer acknowledged with the submitted summary, even when a PDF template does not print part numbers. For older records that cannot be displayed here, open the PDF.
If no item usage is recorded for the job, a reminder asks you to review the acknowledgment before invoicing. These entries do not add quantities to the job automatically. Check the recorded job items and any existing invoices before making corrections, to avoid billing the same parts twice.
Use the send icon beside a single file, or Send in the header when there are multiple files, to share the task’s visit through Job Summaries, or to email its signed work acknowledgment directly when Job Summaries are unavailable. The email history below the files shows recipients of direct work acknowledgment emails for that visit; click the recipient count to expand it.
When the acknowledgment form is configured to do so, any photos captured are also added to the job's files; the signature itself stays with the acknowledgment. If no acknowledgments have been created for the job yet, the tab count shows zero and the list is empty.
Admins can turn Work Acknowledgments on or off and customize the generated PDF and customer email from Settings. Disabling the module hides new collection actions but does not remove acknowledgments already collected on jobs.
Where to find it: Open a job from Scheduling > Jobs; select the Work Acknowledgments tab in the tabbed panel
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