E-signature: what it means
DefinitionAn e-signature is an electronic way for a person to sign a document, such as a quote, waiver or service agreement, by typing, drawing or tapping on a screen. It saves paper and time, and records who signed and when.
How it works in a service business
Signing on a phone at the door or from a link at home speeds up approval, and the signed copy is stored with the job instead of in a truck folder. The tradeoff is evidence: the record should capture the signer's name, the time and the exact document version they approved. A common mistake is changing a quote after signature without a new approval, which makes the signed copy meaningless. Keep a new version and have the customer sign again. Whether a given document needs a particular kind of signature, or can be signed electronically at all, depends on the document type and your state, so check your own rules. Send the customer a copy by email after signing.
Example
A homeowner approves a fence proposal from a text link, signs with a finger on her phone, and receives a copy by email with the date and time recorded.
Where Apex touches this
Rolling out
The screen and the rules are built and tested. Saving real customer data is not connected yet. Status as of 2026-10-07; the badge shows the least-built feature involved.
- CT01E-signature on documents(Rolling out)
- ES07E-signature on quote(Rolling out)
- CT06Signature capture on job completion(Rolling out)
- MB15Customer signature in field(Rolling out)
Apex Flow Scheduler is in early access. See how we label status.