# Customer Sign Off: Get Finished Work Approved

Source: https://maito.app/workflows/get-customers-to-sign-off-finished-work

When a technician closes a job, Maito drafts the completion summary with exceptions and sends it for e-signature after you approve.

Customers get a clear summary of finished work to sign, and disputes go to a person.

[Customer support](https://maito.app/workflows/team/customer-support) · [Home services](https://maito.app/workflows/industry/home-services) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email

## How do you get customers to sign off finished work?

To get customers to sign off finished work, set up a trigger on completed jobs. Maito reads the job record and quote, drafts a summary with work done and exceptions, posts it for your approval, then sends it for e-signature through Docusign.

## How it's done today

Sign-offs are paper or informal texts that are hard to find later.

## What Maito does

1.  Read the completed scope and any exceptions
2.  Draft a plain-language completion summary
3.  Prepare the signature request for approval
4.  Route a dispute to the office

## Example

Loop run: Job 2326 marked complete

**Maito** (3:22 PM):

Job 2326 at Vandelay Imports was marked complete by Marcus at 3:05 PM. Sign-off draft ready for your approval.

Work done:  
• Replaced 2 thermostats (Model T-9)  
• Rebalanced zone 3 dampers  
• Cleaned supply vents on floor 2

Exception noted: the zone 4 damper actuator is failing. Not part of this quote, so it's listed as recommended follow-up, estimate $320.

Catch: the original quote on Oct 8 included 3 thermostats. Only 2 were installed. The draft states this plainly and shows the $85 credit, so the signature isn't for work not done.

Source: the job record and the Oct 8 quote in the field service software.

**Sam** (3:27 PM):

good catch. Approve it and send the e-signature request to Dana at Vandelay.

**Maito** (3:28 PM):

Request sent for signature to Dana at Vandelay. If she disputes any line, I'll bring it to you right away.

## How to set it up

When something happens Get customers to sign off finished work

Ask your agent

“When a technician marks a job complete, draft a completion summary with the work done and any exceptions, and post it in #office for me to approve before it goes to the customer for e-signature.”

Connect field service software

-   Jobber

Connect e-signature

-   Docusign

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It can't sign for a customer or make them sign. It doesn't settle disputes about the work.

## Questions

### Does it send the sign-off before I see it?

No. You approve the draft first.

### What if the work differs from the quote?

It says so plainly in the draft, with any credit, so the signature isn't for work not done.

### Which tools does it use?

Jobber and Docusign.

## More customer support workflows

-   [Draft replies to tickets you've solved before When a question has been answered before, get a draft reply from that answer. Customer support · When something happens Works with Intercom, Pylon, Notion.](https://maito.app/workflows/draft-replies-to-tickets-youve-solved-before)
-   [Spot recurring issues early Group tickets by cause so a new problem shows up before it's a flood. Customer support · On a schedule Works with Intercom, Pylon.](https://maito.app/workflows/spot-recurring-issues-early)
-   [Daily escalations view See every escalated or at-risk ticket in one message each morning. Customer support · On a schedule Works with Intercom, Pylon, HubSpot, Salesforce.](https://maito.app/workflows/daily-escalations-view)
-   [Reproduce a bug from a customer report Turn "it's broken" into exact steps, a recording and a bug report engineers can use. Customer support · When something happens Works with Linear, Jira.](https://maito.app/workflows/reproduce-a-bug-from-a-customer-report)
-   [Answer "how does this work?" from the code Support gets the real answer from the product, not from an outdated doc. Customer support · When you ask Works with Notion, Confluence.](https://maito.app/workflows/answer-how-does-this-work-from-the-code)
-   [Keep help articles current after a release After each release, find help articles that no longer match the product and draft fixes. Customer support · When something happens Works with Intercom, Notion.](https://maito.app/workflows/keep-help-articles-current-after-a-release)

[See all workflows](https://maito.app/workflows)

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