The assistant button stays hidden while a customer signs in Servinix Go
1 min read
When a customer signs an estimate on your phone, their screens now show only what they need to read and sign. Nothing covers the right-to-cancel statement.
Before you start
You need a sent estimate for a customer in the Estimates tab of Servinix Go.
Steps
- In Servinix Go, open the Estimates tab and open the estimate.
- Tap Save & review, then tap Sign with customer now.
- Confirm that you told the customer about their right to cancel, then tap Continue.
- Hand the phone to the customer so they can read the statement and sign.
- Have the customer tap Approve and sign.
Result / verify
The assistant button doesn't appear on the hand-over, signing or "Approved and signed" screens, and the customer can read the whole right-to-cancel statement as they scroll. The button comes back after you tap Done.