Good idea. -Ty
On Mon, Aug 24, 2015 at 7:02 PM, Ken Hohhof <af...@kwisp.com> wrote: > One recommendation – still give the customer a paper copy of the contract > ahead of time to read. First of all, if they don’t want to sign it, you > want to find out before you’ve done the installation. Second, if it’s more > than a page or so, some pesky customers might actually want to read it on > the installer’s iPad rather than just blindly signing it. I went through > that with an AT&T UVerse installer, their contract was something like 7 > pages on the iPad, and I come from the school of “if it’s important enough > that you need me to sign it, then it’s important enough for me to read > it”. Even skimming through a lot of the boilerplate, the installer had to > stand there cooling his heels for about 10 minutes while I read the > electronic contract. > > > *From:* Ty Featherling <tyfeatherl...@gmail.com> > *Sent:* Monday, August 24, 2015 6:50 PM > *To:* af@afmug.com > *Subject:* Re: [AFMUG] Platypus + paperless > > The thing is, they are already writing all of this information down. > Instead they could be typing it and submitting it from the field. > > -Ty > > On Mon, Aug 24, 2015 at 6:15 PM, Ken Hohhof <af...@kwisp.com> wrote: > >> You can probably hire office help (part time college kid if necessary) to >> do paperwork for less per hour than installers. Especially since they are >> tying up a truck while doing it. Not worth it if they do one less install >> per day because they are sitting in the truck or standing in front of the >> customer doing “paper” work. >> >> *From:* Ty Featherling <tyfeatherl...@gmail.com> >> *Sent:* Monday, August 24, 2015 4:54 PM >> *To:* af@afmug.com >> *Subject:* [AFMUG] Platypus + paperless >> >> 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 >> > >
