July 2025: one signature pad, used wherever a customer or an engineer signs
By July 2025 surveys, inspections, quotes and finished jobs all needed a signature. We built one signature pad, and a signature that files itself where you will look.
Part 25 of 39 of Building TradeYoke, the story of how the platform was built, from January 2024 to today. Previous: June 2025: inspections, checklists with pass or fail, evidence and sign-off. Next: August 2025: getting the address right, with postcodes and map pins. See every part on the build timeline.
Quick answer
Quick answer: TradeYoke uses one shared signature pad wherever someone signs: a customer finishing a job, accepting a quote, or an inspection or survey being signed off. A job can require a signature before it can be marked done, and the signature is filed in the document library against the job and the customer, under Signatures. It works with no signal too.
Key takeaways
- One signature pad is shared, so signing works the same everywhere.
- A job can require a signature, and cannot be marked done without one.
- The signature is filed against the job and the customer, under Signatures.
- A signature taken with no signal is kept and sent when you are back online.
Four places that need a name
By July 2025 TradeYoke asked for a signature in four places. A customer signs to say a job is finished. A customer accepts a quote and, if the quote asks for it, signs. An inspection is signed off on the screen. And a survey, once done, is signed. Four screens that each needed a canvas, and four chances to get the details wrong.
One pad, built once
Rather than build a signing screen for each feature, we built one shared signature pad and used it everywhere. That is partly tidiness, but it also means an improvement, such as a smoother line on a phone, reaches every place at once, and the person signing sees the same thing wherever they are asked.
When a signature is required
Some jobs need proof that the customer was happy at the door. A stop can be set to require a signature. When it does, it cannot be marked done until the customer has signed on the pad, and the refusal is made by the service itself, not just by greying out a button. That matters, because a rule that can be tapped around is only a suggestion.
Where the signature goes
A signature is no use if you cannot find it. When someone signs, the image is filed in the document library against the job and against the customer, in a folder called Signatures. If you open the job, it is there; if you open the customer, it is there too. For a quote, the signature is kept on the quote with who signed and when.
With no signal
A doorstep often has no signal. The signature, and the time you finished, are kept with the job and sent when the phone is back online, so a signature taken at the door is not lost on the drive home.
What it is not
It is a drawn signature and a typed name that shows a person agreed on the day, filed with the record. It is not a certificate from a signing provider, and we do not describe it as one.
Next
August: the other thing a round needs to get right, the address.
Questions people ask
Can a customer sign on my phone with TradeYoke?
Yes. A customer can sign on the screen when a job is finished, and the signature is filed in the document library against the job and the customer.
Can I stop a job being marked done without a signature?
Yes. A stop can require a signature, and TradeYoke will not let it be marked done until the customer has signed.
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