Get contracts signed before the job starts.
Pool service, landscaping, HVAC, cleaning, pest control. Collect signatures and payments before work begins. No more chasing paperwork after the fact.
The paperwork problem in home services
Most home service businesses still rely on paper contracts, handwritten estimates, and verbal agreements. A technician finishes a job, hands the customer a clipboard, and hopes the signed copy makes it back to the office. It often doesn't.
Unsigned work authorizations create liability gaps. Lost paperwork means disputed charges. And chasing signatures after the fact wastes hours every week that could be spent on billable work.
DocOtto replaces this entire process. Upload the PDF forms you already use, add signature and payment fields, and send a link before you even arrive on site. Your customer signs on their phone, you collect the deposit, and the signed document is stored automatically with a full audit trail.
Perfect for
Pool & Spa Service
Service agreements, liability waivers, seasonal contracts, and chemical treatment authorizations. Get recurring maintenance contracts signed before the season starts.
Landscaping
Estimates, work orders, maintenance agreements, and project proposals. Send a detailed estimate with a signature field and collect approval before breaking ground.
HVAC & Plumbing
Service calls, repair authorizations, warranty agreements, and inspection reports. Get written approval for repairs before starting work so there are no billing disputes later.
How it works
From estimate to signed contract in four steps.
Upload your PDF
Upload any existing contract, estimate, or service agreement as a PDF.
Add fields
Drag and drop signature, date, text, checkbox, dropdown, and payment fields.
Send a link
Share via email or text. Customers sign on any device before the job starts.
Track everything
See who signed, who hasn't, and send reminders, all from your dashboard.
Why home service pros love DocOtto
Send contracts in seconds
Text or email a link. Customers sign on their phone before you arrive.
Collect deposits upfront
Get paid when they sign. No more invoicing after the job.
Works on any device
Customers don't need to download anything. Just tap, sign, done.
Protect your business
Legally binding signatures with timestamps and audit trails.
Built-In Tools for Home Services
Document Automation
Digital forms for service agreements, work orders, and authorizations.
Learn moreContract Workflow
E-signatures for contracts with sequential signing and expiration reminders.
Learn moreInvoice AI Extraction
Process vendor invoices with AI and export to your accounting system.
Learn moreFrequently asked questions
Can my customers sign contracts from their phone?
Yes. DocOtto forms work on any device with a web browser. You send a link via email or text, and your customer taps to open, fill out, sign, and submit. No app download required.
Can I collect payments when the contract is signed?
Yes. Add a payment field to any form and collect deposits or full payment via Stripe at the moment of signing. Funds go directly to your connected Stripe account.
Are e-signatures legally binding for service agreements?
Yes. DocOtto e-signatures comply with the ESIGN Act and UETA, making them legally enforceable in the United States. Every signature includes a timestamp, IP address, and consent record for a full audit trail.
What types of forms can I create?
Any form you currently use as a PDF. Common examples include service agreements, work authorizations, repair estimates, liability waivers, maintenance contracts, inspection reports, and change order forms.
Ready to stop chasing signatures?
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