Our newest feature in Omnique allows you to get a signature via text message for authorization statement approval and job approval. There are a couple of places where this can be done.

Please keep in mind that the customer must have a phone number labeled as mobile (M) for the SMS option to be available.

It is recommended for the customer to sign in landscape mode on their phone. The screenshots in this video were taken in portrait mode to show more of the page.

We also suggest adding a canned text message in front of the links that the guide will show you how to add. This can be done under Configuration>SMS Messages.

Choose "Add SMS Message."

Enter the text you would like to use. Below is an example. When you are done entering the text, make sure to hit the green checkmark to save it.

The canned message you created can be found under the SMS icon on the ticket.

The first signature you can request is the Authorization Statement only. You can request this link via the SMS icon in the ticket.

When you choose this option, it will populate a link into the SMS message field. Click the "Send" button to send the link to the customer.

Below is an example of what it looks like for the customer. They can flip it to landscape mode for a bigger signature box. The authorization statement can be edited under Administration>Shop>Printing & Reporting.

When they sign and hit the "Save" button it will save it under "Attachments" on the ticket. You can download a copy for your records.

You can now get approvals and signatures for jobs using our SMS feature.

You can start this by pre-building your estimate and getting it ready to send to the customer with the pricing and jobs added to the ticket. This is my example estimate for an air filter replacement and front brake pads.

Please keep in mind, to send jobs for approval, they must be in "Needs Approval" status on the ticket.

To request an approval, go to the SMS icon on the ticket and choose the option to "Get Job Approval."

This will fill in the SMS message with a link. Hit the "Send" button to send the text message to the customer.

Here is an example of how this would look for the customer:

When they sign and hit the "Save" button it will save it under "Attachments" on the ticket. It will also change the status above the categories on the ticket from "Needs Approval" to "Approved" or "Declined" depending on what option the customer chose.

If you use RO statuses, specifically one like "Waiting Approval" we now have a way to setup an automatic send of the authorization statement to the customer when the status is changed. If you are curious about how to setup RO Statuses, we have a separate document located here.

To add this new feature, go to the External Communication tab in the status you would like to edit. In this example, I am using Waiting Approval.

You can edit the message that sends in the message if you would like under the setting "Message when step starts."

The new setting is located towards the bottom. You would need to include the report "Repair Order" or "Pre Invoice" and then select the checkbox for "Send Signature Request."

This is an example of what the customer will see.

Once this is enabled, the next time you change a ticket to the RO Status you edited, it will automatically send this to the customer to sign. When the authorization statement is signed, it will be added to the attachments on the ticket.