Explanation begins on site
Confirming scope and precautions delays the start.
Consent for on-site service work
Move pre-visit confirmation online.
Create a URL covering scope, attendance, site conditions, disclaimers, and extra-charge rules. Share it before the visit and reduce paper explanations on site.
- Keep existing systems
- No customer app required
- No credit card required
Business side
O
Pre-work and visit confirmation form
Published · latest version
Create a URL for the customer
agreepack.jp/c/••••••
Share using your current method
SMS
Email
LINE
Customer
Review on a smartphone
Accept this document
✓Consent completed
AgreePack creates the consent URL. Send it through the communication method you already use.
Share through existing channels
Paste the URL into SMS, Email, LINE
Send before or on the day
The customer reviews it on a smartphone
Review the consent record
See who accepted which document and when
THE LAST PAPER STEP
When explanations begin after arrival, work starts late.
For visiting services, unknown conditions and mismatched expectations create delays and disputes.
The site differs from the request
Equipment and installation conditions may require extra work.
Technicians carry paper
Printing, collecting, and returning forms grows with every visit.
Office staff search for records
Later inquiries require searching by technician and date.
CHANGE ONLY WHAT YOU NEED
You do not need to replace everything.
AgreePack does not replace the whole On-site and visiting services workflow. Add only document registration, URL creation, and consent-record review.
Start small with the paper step that remains.
- ✓Case and reception management
- ✓Dispatch and scheduling
- ✓Estimate and billing system
- ✓Phone and SMS contact
- ✓Register the pre-work and visit confirmation form
- ✓Create a URL for the customer
- ✓Review and consent in a browser
- ✓Manage consent records and versions
HOW IT WORKS
Only four steps.
Both the business and the customer use a browser. No dedicated app or external integration setup is required.
STEP 1
Register the pre-work and visit confirmation form as a PDF
Upload your current document or a PDF adjusted from a free template.
STEP 2
Create a URL for the customer
Select the document and create a URL for this request.
STEP 3
Share it using your normal method
Copy the URL into SMS, Email, LINE or your current guidance.
STEP 4
Review consent status
After the customer accepts it, review the time and document in the management screen.
AgreePack does not automatically send through external services. Share the generated URL through your current channel.
FOR DAILY OPERATIONS
Designed for everyday On-site and visiting services workflows.
Reduce recurring consent-form work without making the rest of your operation more complex.
Share conditions before the visit
Send the URL after booking and confirm scope in advance.
No paper to carry
Customers use smartphones and staff check the management screen.
Reduce differences between technicians
Use a common confirmation document for every visit.
Prepare for later inquiries
Review consent time and document version.
Consent request
Accepted
- Customer
- Customer: Ms. Narita
- Accepted at
- 30 Jul 2026 14:22
- Document
- On-site service work consent
- Version
- Version 3
CONSENT RECORD
Do not stop at “we got consent.”
After consent, review the customer, acceptance time, and document version. Reach the relevant record without searching paper storage.
- ✓Review request status
- ✓Review consent time and document
- ✓Manage the document version used
- ✓Review evidence information when needed
AgreePack supports consent collection and evidence organization. It does not guarantee the content or legal validity of an individual document.
FREE TEMPLATES
Start with a free consent template.
Adjust the Word version for your On-site and visiting services workflow, convert it to PDF, and register it in AgreePack. Preview templates without creating an account.
PAPER VS AGREEPACK
How it differs from paper consent
Keep your current On-site and visiting services workflow and change only how consent is presented and managed.
| Item | Paper | AgreePack |
|---|---|---|
| Guidance for the customer | Hand out a form on arrival | ✓Share a URL before or on the day |
| customer action | Fill out by hand | ✓Review and accept in a browser |
| Storage | Folders and shelves | ✓Review records from the management screen |
| Past confirmation | Search the storage location | ✓Open the request and relevant document |
| Document updates | Collect and replace printouts | ✓Manage documents by version |
| Implementation scope | Continue the paper process | ✓Add only the pre-work and visit confirmation form |
FAQ
Common questions before setup
Understand what AgreePack does and does not do before introducing it.
Can the content differ for each job?
Yes. Prepare and register a PDF adjusted for the individual job. Duplicating a standard document is often the simplest workflow.
Can consent be collected on the day?
Yes. You can show the URL on site and ask the customer to confirm it from a smartphone.
Do we need to replace our current systems?
No. Keep your current On-site and visiting services systems and communication channels, and replace only the pre-work and visit confirmation form process.
Does the customer need an app or account?
No dedicated app is required. The recipient opens the URL in a smartphone or desktop browser and follows the instructions.
Can we register our current form?
Yes, as a PDF. If the document is in Word or another format, review it and convert it to PDF first.
Is a free template automatically legally sufficient?
Templates are general starting points. Review and adjust them for your operation and consult a qualified professional when necessary.
START SMALL
Start with one pre-visit confirmation.
Keep case management and digitize only the expectation-setting before arrival.
Try AgreePack free
View free templates
No credit card required · Works in a browser