What's new in Mach1!!
Improvements to the Machusign workflow will make getting Client Purchase Orders and Employee Job Assignments (Dispatch) signed a breeze!
With the overwhelming excitement of our Machusign feature being released a couple of months ago, we promised to continue adding new features to the module. Today, we are happy to introduce a new set of features around Machusign to help automate and streamline your back office process in what is quickly becoming a vastly distributed workforce.
For those new to Mach1….The Machusign feature is a simple, fully integrated way to collect acceptance and electronic signatures for forms and reports in Mach1…and unlike other eSignature platforms, we do not charge you for each document, and integration is built right in. We like to think of it as a real-world eSignature solution for your customers and employees.
What’s new in Machusign?
First, Machusign now has smarter integration with the Client Purchase Order report, which means you can now send your purchase order to client (or project) contacts to get approval and acceptance. In Mach1, each PO can have its’ own approver, or you can use the established project or customer contacts in Mach1.
Tip: Having clients or vendors sign Purchase Orders upfront will save you a ton of headaches on the backend and speed up your cash flow, particularly for longer billing cycles where approvers may be reassigned or unavailable for long stretches.
When the client contact accepts the electronic version of the Purchase Order, the PO is marked as approved in the Mach1 PO log, and a unique signature hash is embedded into the Purchase Order document saved in Mach1.
What about employees and Job Dispatch/Acceptance?
While we were at it, we also took the time to improve the electronic signature process on the dispatch/crew assignment with two subtle yet helpful changes.
First, we now allow you to send the form to the employee supervisor for those instances where the employee may not have access to a phone or laptop.
Secondly, we now mark the dispatch/job acceptance sheet as accepted on the Project Crew, allowing you to track which employees have accepted the assignment and terms for that specific project.
What’s next?
We’re not stopping here! Later this year, we will be adding many more common workflows to the Machusign process, including Client Billing, Customer Timesheet Approval, Contract Approval, and Estimating and Quoting (A new module coming soon)!
As always, please reach out to support@gcsworks.com if you have any questions on any of the new features at any time.