How different industries use SignAndGo.

The tools are the same for everyone, but each industry leans on different ones. An accountant cares about Xero filing, a builder about getting a variation signed on site, an orchard about onboarding a crew before the season starts. Here is how SignAndGo tends to be set up across New Zealand sectors, with the envelope each one usually builds first.

Accounting and bookkeeping

Practices send engagement letters, authority forms for acting with IRD and year-end sign-offs to clients who are rarely in the office. Templates with a Client role keep the wording consistent across the practice. With Xero connected, signed documents can be filed into Xero automatically and new signers added as contacts, which removes a manual step after every engagement.

First envelope to build: the engagement letter and authority form together, client first, partner countersigning in order.

Property and real estate

Agents and property managers send several documents at once: an agreement, a disclosure and a checklist. Multi-document envelopes keep them together, and signing all at once suits a couple buying or renting together. Tick boxes and Yes/No choices capture answers such as whether a chattel is included. Property managers often send the Tenancy Services forms they use, such as a tenancy agreement and a bond lodgement form, in the same envelope.

First envelope to build: a tenancy pack with a Tenant role for each person on the lease.

Trades and construction

Quotes, variations and subcontract terms need signing quickly, often from a ute. Signers open the link on a phone with nothing to install. Upload fields let a subcontractor attach a certificate or licence as they sign, and approvers let a project manager check terms before they go out. A variation sent the same afternoon it is agreed on site avoids the argument about it three months later.

First envelope to build: a one-page variation with the client's signature, a date and a text field for the agreed change.

Health and allied health

Clinics send intake forms and consent forms before an appointment so the session starts on time. Text fields collect the details you need, and review-only envelopes cover the information sheets a patient confirms they have received. If summaries are switched on, a patient can read a plain-language overview of a long form before signing.

First envelope to build: the intake form and cancellation terms, sent when the booking is made.

Horticulture, farming and seasonal work

An orchard or vineyard taking on a crew sends the same pack many times in a few weeks. A template with the agreement, an IR330 and a KS2 KiwiSaver deduction form means each new worker only needs their name and email entered. Workers sign on their phones from the bunkhouse, and a reminder chases anyone who has not finished before the first shift.

First envelope to build: the seasonal worker pack, with the supervisor copied in.

Early childhood and education

Centres and kura collect enrolment forms, permission slips and policy acknowledgements from whānau who are busy at drop-off. Yes/No choices handle permissions such as photos on the centre's page, an upload field takes a copy of an immunisation certificate, and signing all at once lets both parents complete the form on their own phones.

First envelope to build: the enrolment form, with a Parent role for each caregiver.

Charities and community groups

Committees and trusts collect volunteer agreements, grant acceptances and resolutions from members spread across a region. Signing all at once gets several trustees through a resolution without waiting for the next meeting, and the audit trail records who signed and when.

Building your own industry pack

Whatever the sector, the pattern is the same: list the documents you send most, group the ones that always travel together into one envelope, decide who signs in what order, and save the result as a template. Start with the pack that causes the most chasing, then add the next. Within a few weeks most teams have their regular paperwork covered. SignAndGo does not supply industry wording, so each pack carries your own documents.