A sign flow rendered inside the dashboard's document modal. When a change order is awaiting the customer, the signature inputs live inside section 6 of the document, so they sign on the agreement rather than beside it. Signing requires an authorisation checkbox, a typed name matching the owner name exactly, and drawn ink.
Also called: sign the change order · approve extras online · authorise the change
- 1The typed name is compared case-insensitively against the owner name and mismatches are called out inline
- 2The agreement as the customer saw it is assembled into a plain-text block and sent with the signature
- 3POST /api/client-portal/change-orders/sign records the name, the signature image and that frozen text
- 4The card's Pending pill flips to Approved in place and a thank-you banner confirms authorisation to proceed
A change order that has to be printed, signed and posted back stops the crew until it returns, and on a live build that is a day of standing around. The customer approves and signs it on their dashboard without leaving the page. The agreement text is frozen into the signature record exactly as the customer saw it, so editing the template afterwards can never rewrite what was agreed to.
- Change authorisations with no signature
- Template edits retroactively altering what was agreed
- Customers navigated away from their dashboard to sign
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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