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Knowledge Center

Form Builder - Inspection Signatures

Purpose Statement

The Inspection Signature component allows departments to include signature information from associated inspections directly on invoice documents using the Invoicing Form Builder. This feature provides customizable signature blocks for occupancy contacts, inspectors, vendors, businesses, and custom information, helping departments maintain consistent documentation and display relevant inspection details on invoices.

Background Information

The Inspection Signature component is available within the Invoicing Form Builder and allows departments to configure multiple signature blocks on a single invoice form.

Each signature block can be customized to display specific information associated with the selected signature type. Departments can select which fields appear beneath each signature and adjust the font used for the signature block.

Five signature types are available:

  • Occupancy Contact Signature: Displays signature and contact information associated with an occupancy.
  • Inspector Signature: Displays inspector signature information and selected credentials.
  • Vendor Signature: Displays signature and contact information associated with a vendor.
  • Business Signature: Displays signature and contact information associated with a business.
  • Custom: Allows departments to create a customized block containing a title, image, and additional text.

When an invoice document is generated, the Inspection Signature component displays available information associated with the selected signature types. Signature blocks without applicable information will not display on the completed document.

Note: Signatures can also be placed on printed forms within the Inspections, Permits, and Invoicing Form Builders using the Tag Block component.

Required Permissions

Users must have the appropriate permissions to access and manage forms within the Invoicing module.

  • Access to the Invoicing Module.
  • Permission to access the Invoicing Form Builder.
  • Permission to create or edit forms within the Form Builder.

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Step-by-Step Guide


Step 1: Access the Invoicing Form Builder

  1. Navigate to Invoicing > Form Builder.

  2. Select Create Form to create a new form, or select an existing form to edit.

Step 2: Add the Inspection Signature Component

  1. Within the Form Builder, locate where the Inspection Signature component should appear on the invoice document.
  2. Click the + icon to add a component.
  3. Scroll through the available components and select Inspection Signature.

  4. The Inspection Signature component will be added to the selected location on the form.

Step 3: Add Signature Blocks

  1. Select the Inspection Signature component.
  2. Click Tune to access the component settings.

  3. Click + Add New Signature Block to add a signature block.

  4. Select the appropriate signature type from the available options:
    • Occupancy Contact Signature
    • Inspector Signature
    • Vendor Signature
    • Business Signature

    • Custom

  5. Repeat the process to add additional signature blocks as needed.

Note: Multiple signature blocks can be added to the same Inspection Signature component.

Step 4: Configure Signature Information

Each signature type provides different information that can be displayed beneath the signature.

Select the appropriate fields for each signature block based on the information your department wants to include.

Occupancy Contact Signature

Available fields include:

  • Name
  • Contact Type
  • Phone Number
  • Email Address
  • Location

Inspector Signature

Available fields include:

  • Name
  • Position
  • Rank
  • Badge Number
  • Firefighter ID
  • Inspector Number
  • Inspector Designation
  • Inspector Phone
  • Email Address

Vendor Signature

Available fields include:

  • Vendor Name
  • Name
  • Work Contact Type
  • Primary Phone Number
  • Email Address
  • Vendor Address
  • Vendor Billing Address
  • License Number

Business Signature

Available fields include:

  • Name
  • Contact Type
  • Phone Number
  • Email Address
  • Location

Note: Only the fields selected within each signature block will be configured to display on the completed invoice document.

Step 5: Customize the Signature Font

  1. Locate the signature block you want to modify.
  2. Click the Font Family option on the right side of the signature block.
  3. Select the desired font from the available options.
  4. Repeat for additional signature blocks as needed.

This allows departments to customize the appearance of individual signature blocks within the invoice document.

Step 6: Configure a Custom Signature Block

The Custom option allows departments to include additional information within the Inspection Signature component.

  1. Click + Add New Signature Block and select Custom.
  2. Enter a Custom Title.
  3. Click the image option to upload an image or departmental logo.
  4. Enter additional information in the available text box.

  5. Select Font Family to customize the font used for the Custom block.

Note: Custom blocks can be used to display departmental messages, logos, or other information that should appear on the invoice document.

Step 7: Save the Form

  1. Review the Inspection Signature component and its configured signature blocks.
  2. Verify that the appropriate fields have been selected for each signature type.
  3. Click Save to retain the changes.

Step 8: View the Inspection Signatures on an Invoice

  1. Navigate to Invoicing and open an existing invoice.

  2. Choose the invoice form containing the Inspection Signature component.

  3. Click Print and Send to generate and review the invoice document.

  4. Locate the Inspection Signature section and review the displayed information.

The completed invoice document will display available signature information based on the configured signature blocks.

Important: Only signature information that is available will appear on the completed invoice document. If a selected signature type does not have associated information, that signature block will not display.

Custom blocks containing configured information can still appear even when other signature types do not have available information.

Best Practices

  • Select Appropriate Signature Types: Include only the signature blocks relevant to the department's invoicing and inspection workflows.
  • Display Relevant Information: Select the appropriate contact information and credentials for each signature type to avoid unnecessary information on invoice documents.
  • Maintain Consistent Formatting: Use consistent fonts and signature block layouts across invoice forms.
  • Include Inspector Credentials: Consider displaying inspector names, ranks, badge numbers, or other relevant credentials when needed for documentation.
  • Use Custom Blocks When Appropriate: Add departmental logos, messages, or additional information to support specific documentation requirements.
  • Verify Associated Information: Confirm that the appropriate inspection and signature information is available before generating the invoice document.
  • Review the Completed Invoice: Generate a sample invoice to verify that the signature blocks and selected information display correctly.

Troubleshooting & FAQs

Q: Why is a signature block not appearing on my invoice document?

A: Verify that the selected signature type has associated information available. The Inspection Signature component only displays signature information that is available for the invoice.

Q: Can I add multiple signature blocks to the same invoice form?

A: Yes. Within the Inspection Signature component, select Tune and click + Add New Signature Block to add additional signature types.

Q: What signature types are available?

A: Five signature types are available: Occupancy Contact Signature, Inspector Signature, Vendor Signature, Business Signature, and Custom.

Q: Can I choose which information appears beneath a signature?

A: Yes. Each signature type provides selectable fields. Choose the information you want displayed, such as names, contact information, inspector credentials, or other available details.

Q: Can I change the font used for a signature block?

A: Yes. Select the Font Family option associated with the signature block and choose the desired font.

Q: Can I include a departmental logo or custom message?

A: Yes. Select the Custom signature type to add a custom title, image, and text.

Q: Why are some signature blocks appearing while others are missing?

A: The Inspection Signature component only displays information that is available. For example, if an invoice has an Occupancy Contact Signature and Inspector Signature but no Vendor or Business Signature information, only the available signatures will appear.

Q: Can I add the Inspection Signature component to an existing invoice form?

A: Yes. Open the existing form within the Invoicing Form Builder, add and configure the Inspection Signature component, and save the changes.

Q: What is the difference between the Inspection Signature component and the Tag Block signature option?

A: The Inspection Signature component provides predefined signature types and selectable information fields associated with inspection workflows. The Tag Block provides general signature placement options on printed forms within the Inspections, Permits, and Invoicing Form Builders.