When customers submit a bulk repair request through the Customer Portal, they are required to review your terms of service, agree to them, and provide a digital signature before the form can be submitted. This ensures clear acknowledgment of repair terms and creates a verifiable record for your business.
How It Works
Customer Experience
Complete Repair Details
The customer fills in device information and contact details in the earlier steps of the bulk repair form.
Review Terms of Service
On the final step, the customer sees your shop's terms of service displayed in full. The terms are rendered with formatting (headings, paragraphs, numbered lists, bold/italic text) exactly as configured in your account settings.
Agree to Terms
The customer checks the "I agree" checkbox to acknowledge the terms. This checkbox is required — the form cannot be submitted without it.
Provide Signature
A digital signature pad appears below the terms. The customer draws their signature directly on the pad using a mouse, trackpad, or finger on touch devices.
If the signature needs to be redone, clicking "Clear Signature" resets the pad.
Submit
Once the terms are agreed to and a signature is provided, the customer clicks Submit to complete the repair request.
Validation
Both the agreement checkbox and the signature are required:
| Field | Requirement | Error if Missing |
|---|---|---|
| Terms agreement checkbox | Must be checked | Checkbox highlights in red with error message |
| Signature pad | Must contain a signature | Pad border turns red with "Please provide your signature" message |
The form cannot be submitted until both validations pass.
Email Notifications
After a bulk repair request is submitted, notification emails now include the full terms of service content along with the customer's signature. Previously, emails only stated "Customer has agreed to Terms of Service" without showing the actual terms.
Emails now include:
- The complete terms of service text (with all formatting preserved)
- The date and time the customer agreed
- The customer's signature image
This provides a complete record for both your team and the customer.
Signature Data
- Signatures are captured as images and stored alongside the repair request
- The signature is linked to the specific terms content the customer reviewed
- Data is stored securely and associated with the pending SRO record
Note:
The signature pad is responsive — it displays at a comfortable size on both desktop and mobile devices, ensuring customers can sign easily regardless of their device.
Configuration
No additional configuration is required. The e-signature and terms display activate automatically when your shop has terms of service content configured.
To update your terms of service content, edit the terms in your account settings. Changes apply to all future repair submissions — existing signed agreements retain the original terms content.
Need Help?
For assistance, please send a message to our Support page.