Details from the app
Customer, task, location or equipment details can prefill the document.
Documents & signatures in CrewTango
Job done.Report signed.
Fill a document with job details, collect employee and customer signatures, and keep the completed PDF with the task. On a phone or through a browser link.
Your document template · no customer account · final PDF
CrewTango · DEMOYour signature
Service report
DEMO-1042
All signatures collectedFinal PDF with the task
2/2Your own PDF, JPG or PNGFields to completeEmployee and customer signatures
Explore both sides of the document
Fill it in. Sign it. See the result.
Try accepting a sample service visit. Go from prefilled job details to your test signature and a PDF.
Interactive demonstrationDEMO-1042
This is a sample: details and signatures stay in this browser. Nothing is sent or saved in the app. Use test data only.
- 1Document
- 2Fields
- 3Signature
- 4Final PDF
Start with a document you know
Your existing report can become a form.
Upload a PDF, JPG or PNG. Position fields and signature areas, decide who completes each part and prepare a template for future jobs.
Details from your team
Your employee or office completes the scope, results, values and notes before sending.
Fields for the customer
The customer completes their assigned fields and signs in the designated area.
Text and commentsNumbers and datesDropdown listsCheckboxes and checklistsSignature areas
The document with the right job
After the work is done
Finish the paperwork during the visit.
Check equipment details, record the work and prepare the document with the task. Your employee signs their slot in the app, and the customer receives a link to complete their part.
The office prepares it in advance
The field team opens the prepared draft with the job.
The employee prepares it with the task
An employee with the relevant permission selects a template and completes the details.
Convenient for your customer
Open the link. Review the document. Sign.
The customer opens the invitation in a browser, reads the document, completes their assigned fields and signs. No CrewTango account is needed.
- Email or SMS through a configured channel
- Required information before signing
- Signatures in any or a defined order
Progress your team can see
Know whose signature you are waiting for.
See who was invited, who opened the document and whose signatures have been collected. The final PDF and history stay with the right task.
1Prepared
2Invitation sent
3Document opened
4Signatures collected
5PDF ready
Explore the finished result
A document for your workflow.
Three sample layouts with fictional data. Open a document or download the PDF without leaving your details.
Work acceptance
Scope of work, acceptance notes and confirmation from both parties.
Equipment handover
Equipment, condition, accessories and the people handing it over.
Demonstration materials. The service report includes sample values and signatures placed by the application’s PDF renderer.
Before your first document
Frequently asked questions
Preparation, viewing and sending have separate permissions. Match the module’s scope to the way your team works.
Can I use my existing document?
Yes. Start a template from a PDF, JPG or PNG, then position fields and signatures and decide who completes them. Save Word documents in a supported format first.
Can job details be filled automatically?
Template fields can use customer, contact, location, equipment, project, task or employee data. Your team or a designated signer completes the remaining information.
Does the customer need an account?
No. External signers open their own link in a browser. They can review the document, complete assigned fields and sign.
Can I set the signing order?
Yes. Collect signatures in any order or in a defined sequence, for example the customer first and then the employee.
What if someone has not signed yet?
Check the document’s status and history. A user with sending permission can resend an invitation through an available configured channel. The signing order may affect the actions available.
When is the final PDF created?
After all required signatures have been collected. The document stays with the task. Final email delivery depends on available recipients and communication settings.
What kind of signature does the module support?
The module collects a handwritten signature drawn on screen and places it in the PDF. Workflow history is available in the app. The module does not provide a qualified electronic signature.
How do I set up the first document?
Once the customer and document modules are enabled, prepare and publish a template. Review the task details and signers, send invitations and open the final PDF after signing. We can walk through these steps using your example during a demo.
Your document. Your workflow.
Have a report template? See how it can work in CrewTango.
We will walk through the template, form fields and signatures using your workflow as an example.