Create a works record against any customer saved in your account. The software provides the ability for both you and the customer to sign the form electronically on your mobile device.
*Please note
Forms and certificates are created and sent from the Toolbox section of the TradeHelp app. Once created they can be viewed, downloaded or printed from TradeHelp Office for desktop if required.
TradeHelp App for mobile
- Select Toolbox from the main menu
- Go to General Forms and select Works Record
- Select the + button in the top right hand corner to create a new works record
- Scroll to find the customer to which the works record will be linked, or use the search bar at the top to search by name
- Select the customer and confirm if the site address is the same as the customer’s address. If not, select No and enter the site address
- Once in the form, work your way through the headings from Details to General Notes, completing each section and saving as you go along
- To add new tasks, select the + button in the top right hand corner
- When the top four sections are complete, select Customer Signature. If the customer is present select Press to sign for the customer to provide their signature on the screen. Alternatively select the toggle against Customer not present and Save
- Select Engineer Sign-off, sign and Save
- Select View to view a pdf copy of the document
- Select Send Works Record to email the document. Ensure the address is correct and press Send