Help Center

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

  1. In Servinix Go, open the Estimates tab and open the estimate.
  2. Tap Save & review, then tap Sign with customer now.
  3. Confirm that you told the customer about their right to cancel, then tap Continue.
  4. Hand the phone to the customer so they can read the statement and sign.
  5. 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.