Customer e-signature authorization

A signature is your proof that the customer authorized the work and the price. Pista captures e-signatures right on the estimate, whether the customer is across town or standing at your counter. The result is a clean, timestamped record attached to the repair order that protects both sides.

Capture a signature remotely

When you send an estimate by text or email, the signature step is built into the customer's view.

1. Send the estimate. See Sending an estimate for approval.
2. The customer opens the link, reviews the jobs, and selects what they approve.
3. They sign with a finger or stylus and tap Authorize.
4. Pista records the signature, the approved total, and a timestamp on the RO.

Capture a signature in person

For walk-ins and counter approvals:

1. On the repair order, click Get signature.
2. Hand your phone or tablet to the customer, or use the Pista Mobile App.
3. The customer reviews the approved work and signs on screen.
4. Tap Save. The signed authorization attaches to the RO instantly.

What gets recorded

Every authorization stores a complete record:

• The signature image
• The jobs approved and any declined
• The authorized total, including parts, labor, fees, and tax
• A date and time stamp
• The customer name on file

Good to know: If you revise the estimate after a signature, that change requires a fresh authorization. Pista keeps the original signed version intact so your history shows exactly what was approved and when.

Re-authorization for added work

Cars surprise you. When a tech finds additional work mid-repair, do not start it on a verbal "go ahead."

1. Add the new job to the estimate.
2. Resend for approval and request a new signature on the added amount.
3. Once signed, the new work is authorized and staged.

This keeps every dollar of work tied to a signature, which is exactly what you want if a customer ever disputes the bill.

Tips

• Sign before you start. Authorized work is the trigger for ordering parts and assigning the job. An unsigned estimate is just a quote.
• Use text for speed. Remote signatures come back fastest by SMS, often within minutes.
• Keep the record clean. Resist editing a signed estimate in place; instead revise and re-authorize so your audit trail stays honest.

What is next

With authorization captured, continue to Handling approved vs declined work and, for larger jobs, Deposits and partial authorizations.