Finalize and sign
Capture the customer's signature to finalize the inventory. Signing locks the job read-only, so it can't be edited afterward.
Finalizing captures the customer's signature and locks the inventory. A signed inventory is an official legal record, so once it's signed the job becomes read-only and can't be edited. Finalize only when the inventory is complete and the customer is ready to sign.
Who this is for: The crew closing out an inventory on-site. Important: Signing can't be undone in the app. Make sure the inventory is right first, including all pre-existing damage.
Before you sign
- The inventory must have at least one item. Finalize & sign is disabled on an empty job.
- Double-check pre-existing damage. An un-noted scratch becomes a claim at delivery, and you can't edit after signing.
- Consider running Clean up names first, since it's also unavailable once the job is locked.
How to finalize
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Open the job.
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Tap the options menu (the ••• button, top right).
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Tap Finalize & sign.
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Type the customer's name in Customer name.
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Have the customer sign on the pad (a Customer signs here guide shows until they start). Tap Clear to redo the signature if needed.
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Tap Finalize.
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Confirm on the prompt:
Lock this inventory? This finalizes the inventory with [name]'s signature. The job can't be edited afterward.
Tap Sign & lock to finish, or Keep editing to go back.
Result: The inventory is signed and locked. A banner appears at the top of the job reading Finalized — locked, with "This inventory has been signed and can't be edited." (or "Signed by [name]. This inventory can't be edited." when a signer name is on record).
What you can and can't do after signing
You can still:
- View the whole inventory, room by room.
- Export the inventory PDF (the signature prints on it). See Export the inventory PDF.
- Open the floor plan and view items (view-only, no editing). See The 3D floor plan.
You can't:
- Add, edit, void, or delete items.
- Add or delete rooms.
- Edit the job, clean up names, or re-sign.
If you try to change a locked inventory, the app stops it and explains: "This inventory is signed and locked. Changes after signature need a new document."
Good to know
- The signature is part of the record. It's stored and printed on the exported inventory's customer signature line.
- Locking is enforced end to end. The lock isn't just a screen rule; the backend enforces it too, so a signed inventory stays fixed everywhere.