Work order templates
Reusable, section-based agreements for the jobs you quote most, so scope wording stays consistent.
Scope signed before the first tool comes off the truck
Contractors and trades use SecureSign Portal to send work orders, change orders, payment schedules and warranty terms as a branded link the customer can sign from a phone. Quotes can expire on a date you choose, links can be revoked, and every view and signature is timestamped in the contract's activity history.
What you can actually do
Change orders as their own agreements
Send a separate signable document when the job grows, with its own status and signature record.
Quotes that expire
24 hours to 30 days of validity, enforced by the link instead of by memory.
Signed on site
Mobile-first signing page — typed or drawn signature, consent checkbox, instant confirmation.
Roles for office staff
Owner, admin, member and viewer roles decide who can send and who can only look.
Exportable history
Download a CSV of a contract's activity trail when a job needs a paper record.
How the workflow runs
- 1Build templates for your standard work order and change order.
- 2Generate the agreement with scope, value and the customer's record attached.
- 3Send a signing link with an expiry that matches how long the price holds.
- 4Customer signs on their phone; you see the timestamp immediately.
- 5Export the activity trail or download the signed copy whenever it's needed.
Questions people ask
Can a customer sign a work order from a job site?
Yes. The signing page is built mobile-first. They open the link on a phone, read the scope, sign by typing or drawing, and submit.
How do I handle change orders?
Create a new contract from your change-order template and send its own signing link. Each agreement keeps its own status, activity history and signature record.
What if a quote should stop being valid?
Set the link to expire — anywhere from 24 hours to 30 days — or revoke it manually. Once it expires the page no longer allows signing.
Can my office staff use it without full access?
Yes. Workspace members can be assigned owner, admin, member or viewer roles, and viewers cannot make changes.