Can you allow access to the plat server without having the customer configured and have the tech setup the customer in plat? As far as getting a signature maybe you can use an iOS or Android app to allow the custom to sign on a tablet or smart phone with their finger.
Sincerely, Joshaven Potter MTCNA, MTCRE, MTCWE, MTCTCE, UACA Google Hangouts: yourt...@gmail.com Cell & SMS: 1-517-607-9370 supp...@joshaven.com > On Aug 24, 2015, at 5:54 PM, Ty Featherling <tyfeatherl...@gmail.com> wrote: > > We are trying hard to reduce/eliminate all of the data entry of entering new > customers after installation. Currently they fill out a paper contract form, > collect payment for the installation, and turn that in at the office. We then > process them individually using the customer wizard to create a new customer > in Plat and then manually fill in all of the data, create invoice for > installation, and set their billing rates. We would much rather have the > installer fill all of that same data from the contract out in digital format > that can then be imported somehow into platypus to do almost all, if not all > of the customer creation steps. As we grow faster and faster the paperwork is > getting to be a serious load. > > Has anyone else solved this problem with Platypus? If not does anyonw know of > an avenue I might look into? We hope to turn this solution into a way for the > customer to sign their contract digitally but that is secondary to the main > task. > > -Ty
