Removal of signature required when charging card on file

[AlexPhylactou]

When our techs go out to a tenant/landlord job and there is a card on file, a signature is required even if the landlord is not present. Is there a way the tech can charge the card on file upon completion without a signature? Or use the authorization signature from the estimate/proposal?

Our techs are not allowed to sign off on this charge because the card holder can then dispute because the signature is not theirs.

[MadisonPCG · Accepted solution]

@AlexPhylactou I'm not sure if that can be removed but you can go to the landlords customer account in settings (edit pencil), scroll to the bottom and uncheck 'Customer signature on invoices required for all locations.' On the customer profile (Blue Buttons at the top) there should be a button entitled 'Add Payment Method' if you have these integrations set up you can add in the payment here to be used on paying invoices. The techs will be able to use saved payments to apply to invoices in the field as well.

[AlexPhylactou]

Thank you! Do you know if there is a global setting that can be toggled for Invoice Signatures? Or does this have to be handled on each customer from the office setting?

Also, I tried to "add payment method" from the tech side on mobile and it will let me save a card for future use, but not without charging them. Is it possible from the mobile tech side or only from the office computer  side?

[MadisonPCG]

@AlexPhylactou globally you can set signature requirements on your job types. Currently, technicians do not have the capability of storing payments without first running a payment and checking the box. It is a feature for office users to store payments without charging them.

[AlexPhylactou]

And this applies to the signatures required on invoices (acknowledgement & completion) along with during payment? 

Lets say during a tenant/landlord situation, our technicians would have the office reach out to store a card on file, and then the technician can charge that card on file without a signature? 

[AlexPhylactou]

Is there a way to store a card on file without charging it?