Digital Signatures | FieldCamp

Add digital signature fields to estimates and invoices in FieldCamp. Clients sign online or on mobile devices, with automatic timestamps and audit trails.

Digital signatures let you collect approvals on estimates and invoices without printing, scanning, or mailing. When you create estimates via the Command Centre, signature requirements from your settings apply automatically. Clients sign from their email or the customer portal, and FieldCamp records the signature with a timestamp for your records.

enabling esigns

Adding Signature Fields

enabling esigns for estimates or invoices

In the estimate or invoice creation screen, scroll to the Signatures section:

Toggle Add My Signature to include your own signature on the document
Toggle Client Signature to require the client's digital signature before approval

Both you and the client can sign using any of these methods:

Method	How it works
Type	Enter your full name or initials -- FieldCamp generates a signature-style rendering
Draw	Use a mouse, trackpad, or touchscreen to draw your signature
Upload	Upload an image of your signature (JPG, JPEG, or PNG)

How Clients Sign

When you send an estimate or invoice with a signature requirement, the client receives an email with a link to view the document. After reviewing the line items, terms, and totals, they click Sign and choose their preferred signing method.

Once signed:

The signature is embedded in the document
A timestamp and IP address are recorded
The estimate status updates to Approved (or the invoice is confirmed)
You receive a notification that the document has been signed

Technician-Side Signatures

For in-person work, your field team can capture signatures on a mobile device. After completing a job visit, the technician presents the device to the client for an on-the-spot signature. This is especially useful for service agreements, completion confirmations, and delivery receipts.

When to Require Signatures

Scenario	Recommended
Estimates over a certain dollar amount	Yes -- protects both parties on large jobs
Service contracts and maintenance agreements	Yes -- formalizes the recurring commitment
Standard invoices	Optional -- depends on your business requirements
Deposit collection	Yes -- confirms the client agrees to the deposit terms

If you require a client signature on an estimate, attach a contract to the document for legal clarity. The client reviews and signs both in one step.

Signature Audit Trail

Every signed document in FieldCamp includes:

The signer's name
The signing method used (typed, drawn, or uploaded)
A timestamp of when the signature was applied
The IP address of the signer

This information is stored with the document and included in the PDF download, giving you a clear record for compliance and dispute resolution.

Digital signatures in FieldCamp are designed for business convenience. For contracts that require legally binding e-signatures under regulations like ESIGN or UETA, consult your legal advisor about whether FieldCamp's signature capture meets your jurisdiction's requirements.

Creating Estimates — build and send professional quotes
Contracts, Terms, and Attachments — add legal terms and supporting files
Creating Invoices — generate and send invoices to clients
Document Templates — customize the branded look of your documents