We have a three part work order form. Installer keeps a copy, office keeps a
copy, office keeps a copy.
Basically without this form the installer isn't paid for those hours (not that
we've ever had to fight it)
----- Original Message -----
From: Ben Royer via Af
To: af@afmug.com
Sent: Wednesday, October 29, 2014 1:51 PM
Subject: Re: [AFMUG] Field Paperwork
Excellent feedback from everyone, I greatly appreciate it. The concept of
the quick PDF is nice, as well as the Google Drive folders. Our agreement is
only a couple pages, the install work order is a couple pages as well, but
nothing to consuming for someone to read through and then have an email of it.
Thanks again for the feedback.
Thank you,
Ben Royer, Operations Supervisor
Royell Communications, Inc.
217-965-3699 www.royell.net
From: That One Guy via Af
Sent: Wednesday, October 29, 2014 1:41 PM
To: af@afmug.com
Subject: Re: [AFMUG] Field Paperwork
we normally get ours signed ahead of time
We used to have a customer sign off form, but when they did get filled out
they rarely made it back to the shop
We are looking at options through powercode to get customer signatures, even
if its just a tablet upload as a file.
I dont know why people are so against getting their contracts signed ahead of
time as part of the sign up for service, just have part of the terms void the
contract if its an unsuccessful installation.
On Wed, Oct 29, 2014 at 1:36 PM, Ken Hohhof via Af <af@afmug.com> wrote:
I remember an AT&T U-Verse installer finishing the job and then wanting me
to sign a 7 page agreement on his iPad. He stood there killing time for 154
minutes while I read the agreement. Apparently they count on people not
reading what they sign. Also it seems like the time to get it signed was
BEFORE he did the work.
So my recommendation is to either keep your agreement to 1 page, or provide
a copy to the customer ahead of time, or to read while the installer is working
(this also gives the customer something to do other than nitpicking your
install work). It's a waste of time to have your installer stand there while
the customer reads a long agreement.
-----Original Message----- From: Jason Pond via Af
Sent: Wednesday, October 29, 2014 12:15 PM
To: af@afmug.com
Subject: Re: [AFMUG] Field Paperwork
So the going paperless is way easier than you think.
Buy a signature pad like a Topaz Sig Lite (usb) send with installer.
Your contract is probably already in PDF form. Create Information
boxes and add a signature field. This can be done with Acrobat reader
I think. They save on the computer have installer download or e-mail
them in at the end of the day. The installer can even e-mail a copy
to the customer right there while they are still onsite. (two things
good about that. You know you have the right e-mail address and the
installer knows that the internet is working).
If the customer wants a signed copy they can have one e-mailed to them
at the end of the day after the installer gets back to the office.
No matter what you do an in-vehicle printer will be problematic
forever they were not designed for that environment. (cheaper in the
long run to go paperless sooner than later)...
Sincerely,
Jason Pond
On Wed, Oct 29, 2014 at 10:43 AM, Ben Royer via Af <af@afmug.com> wrote:
Quick poll question... For those of you still using paper in the field
for
your technicians to have customers sign, do you use printers in the
vehicles? If yes to that question, which printer do you recommend? We
use a
basic HP Deskjet scanner/copier/printer, so the client can sign the
paperwork and then we can make a copy for them in the field. However,
they
are not very durable to the every day use of our field techs. I’ve even
had
them brought in because they are jammed and we find things like a mustard
packet inside them. Now, the obvious go paperless argument is null at
this
point as we are putting a plan in place to get there someday, but until
then, what would you all recommend for paperwork printing in the field?
Thank you,
Ben Royer, Operations Supervisor
Royell Communications, Inc.
217-965-3699 www.royell.net
--
All parts should go together without forcing. You must remember that the
parts you are reassembling were disassembled by you. Therefore, if you can't
get them together again, there must be a reason. By all means, do not use a
hammer. -- IBM maintenance manual, 1925
