Customer acceptance on the phone (PAC and FAC)

At the end of a project the customer accepts the work twice: the provisional acceptance (PAC) when the work is handed over, and the final acceptance (FAC) at the end of the warranty. Customer acceptance lets the site engineer record both on site, with the customer's representative signing on the phone.

Before you start

• You need the latest version of the app, the permission to sign the customer's acceptance, and permission to view the project.

• Open Profile › Site, choose the project, and select Customer acceptance.

• The acceptance needs a connection.

What the screen shows

The screen lists Provisional acceptance (PAC) and Final acceptance (FAC), each marked Signed or Not yet. A signed acceptance shows its certificate number, who signed it and the date. After the PAC, Warranty ends shows the date the warranty runs to.

The PAC always comes first. The button under the list offers the next acceptance to sign; once both are signed, the screen says "Both acceptances are signed."

When the PAC cannot be signed yet

If something still stands in the way, the screen says why in red and the button stays disabled:

• "The customer has not accepted the handover package yet."

• "The training sessions have not all been held yet."

• "Close or accept every open punch item first."

• "Not every I/O point is commissioned yet."

The first two apply when your company turns on Provisional acceptance after handover and training. The screen also counts the punch items still open. Close or accept them from Punch items in the site tools, then come back.

Record an acceptance

1. Select the button for the next acceptance, for example Sign: Provisional acceptance (PAC).

2. Hand the phone to the customer's representative. They enter their name in Customer's representative, and their company if you want it recorded.

3. They sign in the Sign here box. Clear starts the signature again.

4. Select Record the acceptance. The app confirms, for example, "Provisional acceptance (PAC) recorded."

The drawn signature is filed with the project's documents. If you may not attach files to the project, the screen shows no signature box: the acceptance is recorded with the representative's name, and the signed paper is attached on the web.

What happens next

The acceptance has the same effect as when it is recorded on the web. The PAC starts the warranty, and the FAC closes the project. When your company turns on Final certificate only after the PAC, the contract's final certificate can be raised only after the PAC. When it turns on Draft the retention certificate at final acceptance, signing the FAC drafts the certificate that bills the retention held. See Handover and acceptance (SAT, PAC, FAC) and Record advance payments and release retention.