We’ve enhanced the Estimate Signature Enforcement workflow in the Crew App by giving administrators complete control over when an estimate must be signed during a move.

Previously, when Estimate Signature Mandatory was enabled, the Crew App only validated the estimate signature when the crew attempted to Finalize the Work Order (BOL Finalization). If the estimate had not been signed, the crew was required to obtain the customer’s signature before completing the move.

With this enhancement, you can now decide whether the estimate signature should be collected before work begins or when the work order is finalized, providing greater flexibility to match your operational process.

✨ What’s New?

• Configurable enforcement point — choose whether the estimate signature is required at Clock-In or at BOL Finalization (the default).
• Clock-in timing options — enforce before any activity, or only before billable activities, using the billable flags from your Crew Activities settings.
• Guided signing in the Crew App — the Signature Needed pop-up takes the worker straight to the estimate's e-signature flow; a green check mark confirms the estimate is signed and unblocks the job.
• Smart enforcement — if the estimate is already signed, no pop-ups appear anywhere. Validation only triggers when a signature is actually missing.

👥 Who Is This For?

This enhancement is ideal for:

• Operations Managers
• Branch Managers
• Dispatchers
• Crew Supervisors
• Moving companies that require customer approval before work begins or before completing a move

⚙️ How to Configure Estimate Signature Enforcement

• Navigate to Settings → Crew App → General → Default tab and turn on Estimate Signature Mandatory.
• A Configure option appears, showing the current enforcement point — BOL Finalization by default.

Click Configure to open the Signature Enforcement dialog and pick the enforcement point:

Selecting Clock In reveals a second choice — when during clock-in the signature is required: Before Any Activity or Billable Activities Only. Save Configuration applies the rule to the Crew App immediately.

🚦 How Each Option Behaves

Option 1: BOL Finalization (Default)

This is the existing behavior and remains the default configuration.

How it works:

The crew can clock in and complete all work activities as usual. Only the final step is gated: if the estimate is still unsigned when the worker taps Finalize Work Order, the app stops them — "Before finalizing, please sign the estimate to complete the work order" — with a direct path to the estimate.

The crew must open the Estimate, collect the customer’s electronic signature, and complete the signing process before they can finalize the Work Order.

Once the estimate is signed, the crew can proceed with BOL Finalization.

Option 2: Clock-In Enforcement

• If your company requires customer approval before work begins, you can change the enforcement point to Clock-In.
• When Clock-In is selected, two enforcement methods become available.

Clock-In → Before Any Activity

• This option requires the estimate to be signed before the crew can start any activity.
• When the worker taps Clock In on any activity — billable or not — the app shows "Signature Needed: Please sign the estimate to proceed."

• The activity cannot be started until the customer signs the estimate.
• Selecting Estimate opens the Estimate e-signature page, allowing the customer to review and sign the estimate directly from the Crew App.
• After the signature is completed, the crew can return to the activity and clock in normally.

Clock-In → Billable Activities Only

• Some companies only want signatures collected before revenue-generating work begins while allowing non-billable tasks to continue (for example, a Pre-Job step).

• Billable Activities Are Controlled by Crew Activity Settings: Navigate to: Settings → Crew App → Crew Activities

Crew Activities can be configured individually for each service type, including:

• Commercial
• International
• Interstate
• Intrastate
• Local

Each activity includes a Billable toggle. When Billable Activities Only enforcement is selected, only activities with the Billable toggle enabled require an estimate signature before clock-in.

For example:

• Pre-Job → Billable ❌
• Pack → Billable ✅
• Load → Billable ✅
• Drive → Billable ✅

In this example:

• The crew can clock into Pre-Job without signing the estimate.
• Attempting to clock into Pack, Load, or Drive prompts the signature requirement if the estimate has not already been signed.

✍️ Signing Without Leaving the Job

From any Signature Needed pop-up, tapping Estimate takes the worker directly to the estimate's e-signature experience — a three-step flow through Overview, Estimate Preview, and E-Sign, where the customer reviews the estimate and signs on the spot.

Once the signatures are captured, the app confirms they've been saved and offers a Download Estimate PDF option for the customer's records.

Back on the work order, a green check mark next to Estimate shows the requirement is satisfied.

From there, the worker taps Clock In and the activity starts normally — timer running, no further interruptions.

🔎 Good to Know

• Already signed? Nothing changes. If the customer signed the estimate earlier, enforcement is already satisfied and no pop-ups appear at clock-in or finalization.
• Off means off. With Estimate Signature Mandatory turned off, no signature validation is performed anywhere in the flow.
• Per-service-type control. Because billable flags are set per activity per service type in Crew Activities, the Billable Activities Only option can behave differently for Local, Interstate, International, Intrastate, and Commercial jobs — matching how you actually bill.

💡Benefits

This enhancement provides greater flexibility for different operational workflows by allowing you to:

• Choose when customer signatures must be collected.
• Require signatures before work begins or only before completing the move.
• Prevent billable work from starting until customer approval is received.
• Allow non-billable tasks to continue while delaying signature collection until billable work begins.
• Ensure customer authorization is captured before critical workflow milestones.
• Reduce compliance issues and improve documentation consistency.

🎉 Available Now

Estimate Signature Enforcement is live under Settings → Crew App → General. Pick the enforcement point that matches your operation — at the door before work begins, or at BOL finalization before the job closes — and the Crew App will make sure no work order moves forward without the customer's signature.