SignOff Support

Frequently asked questions

How do I hand an estimate to a customer?

Open the estimate and tap Present. On iPhone Duo, close the phone and hand it over; SignOff carries on in Customer Mode on the outer display. On other iPhones, hand the phone over after tapping Present. The customer reviews the estimate, chooses any optional items, reads the terms, checks each consent box and signs.

What can the customer see in Customer Mode?

Only the estimate being presented, its terms and the signature screen. There is no way from Customer Mode to your other estimates, your settings or your business profile.

How do I get out of Customer Mode?

Tap I'm the owner and confirm with Touch ID, Face ID or your passcode. You can turn this check off in your business profile, but keep it on unless the phone never leaves your hand.

The app was closed while a customer was signing.

When SignOff opens again, it stays locked and asks for the owner. The estimate goes back to draft, so present it again and the customer can sign.

Can a customer decline?

Yes. The customer can tap Decline and choose a reason. The decline is recorded in the audit trail like a signature.

How do I send the signed PDF?

Open the signed estimate and tap Send copy to send the PDF by Mail, Messages or Files, or anywhere else the share sheet offers.

What does Audit chain verified mean?

Every step of a signing is recorded in an audit trail in which each entry is tied to the one before and to the exact copy of the estimate the customer saw. SignOff checks the whole chain before it shows the signed record, and says so when it is intact.

Can I change an estimate after it is signed?

No. Signed records never change. Tap Create revision instead; the revision gets its own number and is signed separately.

Is SignOff legal advice?

No. SignOff is designed to capture the evidence courts look for, but whether an agreement is enforceable depends on where you are and what it says. Ask a lawyer about your own terms.