Re: [AFMUG] Platypus + paperless

[Cameron Crum]

If you are using Angular JS, load this lib and it is a single line of code.
 https://github.com/szimek/signature_pad


On Tue, Aug 25, 2015 at 9:29 AM, Simon Westlake <
simon.westl...@digitalgunfire.com> wrote:

> Yeah, I saw that one a while back. Looks like a good one. I used a
> different one in Powercode when I built the signature/contract stuff in
> there, but I think the one you linked is a lot better now.
>
>
> On 8/25/2015 9:19 AM, Chuck Hogg wrote:
>
> I rolled my own using HTML5 and SVG.  Here's some source, there are
> various options and different ways to do it.
> https://github.com/szimek/signature_pad
>
>
> Regards,
> Chuck
>
> On Tue, Aug 25, 2015 at 9:16 AM, Simon Westlake <
> simon.westl...@digitalgunfire.com> wrote:
>
>> You roll your own digital signature capturing interface, or are you using
>> Echosign or something similar?
>>
>> On 8/25/2015 7:51 AM, Chuck Hogg wrote:
>>
>> I have digital contracts setup with Platypus.  Installer hands his laptop
>> to the customer, they fill out the information, select rate, etc., and sign
>> with the mouse on the laptop.  We do everything by MAC address, so that
>> information is input into their rate plan as a service, and we have
>> mechanisms in place to provision speeds based on rates when the SM
>> authenticates to the tower.
>>
>> Regards,
>> Chuck
>>
>> On Mon, Aug 24, 2015 at 11:30 PM, Brett A Mansfield <
>> li...@silverlakeinternet.com> wrote:
>>
>>> I'm with ya. I'll sign up for that.
>>>
>>> Thank you,
>>> Brett A Mansfield
>>>
>>> On Aug 24, 2015, at 7:21 PM, Sterling Jacobson 
>>> wrote:
>>>
>>> Ok, I’m going to tell you all what I want to program.
>>>
>>>
>>>
>>> I’ve been wanting to do this for a long time now, and I hope to start it
>>> this year (with Platypus integration).
>>>
>>>
>>>
>>> I want a simple web site AND an app that pretty much does the same thing.
>>>
>>>
>>>
>>> The interested customers goes to web site and downloads the app or
>>> creates an account online (preferably logging in with Faceboog/Google etc
>>> button).
>>>
>>>
>>>
>>> That starts the ‘step’ process.
>>>
>>>
>>>
>>> The App/site pretty much takes over from there.
>>>
>>>
>>>
>>> They input their information, the app tells them what’s available.
>>>
>>> They chose what they want and digitally ‘sign’ the agreement.
>>>
>>> That kicks off the App/site to notify them that install is pending.
>>>
>>> The crew, using the SAME App/Site in ‘installer’ mode gets notification
>>> that there is a pending install.
>>>
>>> They have put in their availability, so one of them can accept the task
>>> and is now responsible for completing it on time.
>>>
>>> If this step involves the customer then they will have already put their
>>> availability on the App/site and the customer will chose from an available
>>> time.
>>>
>>> In my case there are several pre-steps for installing fiber with two or
>>> three different crews, so this gets passed around the members or crew
>>> chiefs by the App/site until it’s complete.
>>>
>>> The customer get’s notified by the site/email and/or App during the
>>> various stages.
>>>
>>> During installation, the installer can ask the customer to finalize by
>>> going to the App/site and paying etc. etc.
>>>
>>> Then it turns on the internet, the installer leaves and the App/site
>>> goes into Support mode.
>>>
>>> Now if the customer has an issue they can report it through the site/app
>>> via phone or tablet if their internet isn’t working.
>>>
>>> Again from a pool of available tech support people, it can be accepted
>>> and acted upon.
>>>
>>> Also if there is a network wide problem affecting several, the App/site
>>> can alert with ETA.
>>>
>>>
>>>
>>> All of this technology is basically SQL database stuff with some middle
>>> software to tend to events.
>>>
>>> Nothing hugely complicated, and can integrate with Platypus or another
>>> CMS/Billing at the database level easily.
>>>
>>>
>>>
>>> Once developed, should be highly adaptable for all of us.
>>>
>>> And basically reduce staff required to track all of this crap to
>>> virtually none.
>>>
>>>
>>>
>>> Who’s with me??
>>>
>>>
>>>
>>> *From:* Af [mailto:af-boun...@afmug.com ] *On
>>> Behalf Of *Ty Featherling
>>> *Sent:* Monday, August 24, 2015 3:54 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

Re: [AFMUG] Platypus + paperless

[Simon Westlake]

Yeah, I saw that one a while back. Looks like a good one. I used a 
different one in Powercode when I built the signature/contract stuff in 
there, but I think the one you linked is a lot better now.


On 8/25/2015 9:19 AM, Chuck Hogg wrote:
I rolled my own using HTML5 and SVG.  Here's some source, there are 
various options and different ways to do it.

https://github.com/szimek/signature_pad


Regards,
Chuck

On Tue, Aug 25, 2015 at 9:16 AM, Simon Westlake 
> wrote:


You roll your own digital signature capturing interface, or are
you using Echosign or something similar?

On 8/25/2015 7:51 AM, Chuck Hogg wrote:

I have digital contracts setup with Platypus.  Installer hands
his laptop to the customer, they fill out the information, select
rate, etc., and sign with the mouse on the laptop. We do
everything by MAC address, so that information is input into
their rate plan as a service, and we have mechanisms in place to
provision speeds based on rates when the SM authenticates to the
tower.

Regards,
Chuck

On Mon, Aug 24, 2015 at 11:30 PM, Brett A Mansfield
mailto:li...@silverlakeinternet.com>> wrote:

I'm with ya. I'll sign up for that.

Thank you,
Brett A Mansfield

On Aug 24, 2015, at 7:21 PM, Sterling Jacobson
mailto:sterl...@avative.net>> wrote:


Ok, I’m going to tell you all what I want to program.

I’ve been wanting to do this for a long time now, and I hope
to start it this year (with Platypus integration).

I want a simple web site AND an app that pretty much does
the same thing.

The interested customers goes to web site and downloads the
app or creates an account online (preferably logging in with
Faceboog/Google etc button).

That starts the ‘step’ process.

The App/site pretty much takes over from there.

They input their information, the app tells them what’s
available.

They chose what they want and digitally ‘sign’ the agreement.

That kicks off the App/site to notify them that install is
pending.

The crew, using the SAME App/Site in ‘installer’ mode gets
notification that there is a pending install.

They have put in their availability, so one of them can
accept the task and is now responsible for completing it on
time.

If this step involves the customer then they will have
already put their availability on the App/site and the
customer will chose from an available time.

In my case there are several pre-steps for installing fiber
with two or three different crews, so this gets passed
around the members or crew chiefs by the App/site until it’s
complete.

The customer get’s notified by the site/email and/or App
during the various stages.

During installation, the installer can ask the customer to
finalize by going to the App/site and paying etc. etc.

Then it turns on the internet, the installer leaves and the
App/site goes into Support mode.

Now if the customer has an issue they can report it through
the site/app via phone or tablet if their internet isn’t
working.

Again from a pool of available tech support people, it can
be accepted and acted upon.

Also if there is a network wide problem affecting several,
the App/site can alert with ETA.

All of this technology is basically SQL database stuff with
some middle software to tend to events.

Nothing hugely complicated, and can integrate with Platypus
or another CMS/Billing at the database level easily.

Once developed, should be highly adaptable for all of us.

And basically reduce staff required to track all of this
crap to virtually none.

Who’s with me??

*From:*Af [mailto:af-boun...@afmug.com] *On Behalf Of *Ty
Featherling
*Sent:* Monday, August 24, 2015 3:54 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 fast

Re: [AFMUG] Platypus + paperless

[Chuck Hogg]

I rolled my own using HTML5 and SVG.  Here's some source, there are various
options and different ways to do it.
https://github.com/szimek/signature_pad


Regards,
Chuck

On Tue, Aug 25, 2015 at 9:16 AM, Simon Westlake <
simon.westl...@digitalgunfire.com> wrote:

> You roll your own digital signature capturing interface, or are you using
> Echosign or something similar?
>
> On 8/25/2015 7:51 AM, Chuck Hogg wrote:
>
> I have digital contracts setup with Platypus.  Installer hands his laptop
> to the customer, they fill out the information, select rate, etc., and sign
> with the mouse on the laptop.  We do everything by MAC address, so that
> information is input into their rate plan as a service, and we have
> mechanisms in place to provision speeds based on rates when the SM
> authenticates to the tower.
>
> Regards,
> Chuck
>
> On Mon, Aug 24, 2015 at 11:30 PM, Brett A Mansfield <
> li...@silverlakeinternet.com> wrote:
>
>> I'm with ya. I'll sign up for that.
>>
>> Thank you,
>> Brett A Mansfield
>>
>> On Aug 24, 2015, at 7:21 PM, Sterling Jacobson < 
>> sterl...@avative.net> wrote:
>>
>> Ok, I’m going to tell you all what I want to program.
>>
>>
>>
>> I’ve been wanting to do this for a long time now, and I hope to start it
>> this year (with Platypus integration).
>>
>>
>>
>> I want a simple web site AND an app that pretty much does the same thing.
>>
>>
>>
>> The interested customers goes to web site and downloads the app or
>> creates an account online (preferably logging in with Faceboog/Google etc
>> button).
>>
>>
>>
>> That starts the ‘step’ process.
>>
>>
>>
>> The App/site pretty much takes over from there.
>>
>>
>>
>> They input their information, the app tells them what’s available.
>>
>> They chose what they want and digitally ‘sign’ the agreement.
>>
>> That kicks off the App/site to notify them that install is pending.
>>
>> The crew, using the SAME App/Site in ‘installer’ mode gets notification
>> that there is a pending install.
>>
>> They have put in their availability, so one of them can accept the task
>> and is now responsible for completing it on time.
>>
>> If this step involves the customer then they will have already put their
>> availability on the App/site and the customer will chose from an available
>> time.
>>
>> In my case there are several pre-steps for installing fiber with two or
>> three different crews, so this gets passed around the members or crew
>> chiefs by the App/site until it’s complete.
>>
>> The customer get’s notified by the site/email and/or App during the
>> various stages.
>>
>> During installation, the installer can ask the customer to finalize by
>> going to the App/site and paying etc. etc.
>>
>> Then it turns on the internet, the installer leaves and the App/site goes
>> into Support mode.
>>
>> Now if the customer has an issue they can report it through the site/app
>> via phone or tablet if their internet isn’t working.
>>
>> Again from a pool of available tech support people, it can be accepted
>> and acted upon.
>>
>> Also if there is a network wide problem affecting several, the App/site
>> can alert with ETA.
>>
>>
>>
>> All of this technology is basically SQL database stuff with some middle
>> software to tend to events.
>>
>> Nothing hugely complicated, and can integrate with Platypus or another
>> CMS/Billing at the database level easily.
>>
>>
>>
>> Once developed, should be highly adaptable for all of us.
>>
>> And basically reduce staff required to track all of this crap to
>> virtually none.
>>
>>
>>
>> Who’s with me??
>>
>>
>>
>> *From:* Af [mailto:af-boun...@afmug.com ] *On
>> Behalf Of *Ty Featherling
>> *Sent:* Monday, August 24, 2015 3:54 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
>>
>>
>
>

Re: [AFMUG] Platypus + paperless

[Simon Westlake]

You roll your own digital signature capturing interface, or are you 
using Echosign or something similar?


On 8/25/2015 7:51 AM, Chuck Hogg wrote:
I have digital contracts setup with Platypus. Installer hands his 
laptop to the customer, they fill out the information, select rate, 
etc., and sign with the mouse on the laptop.  We do everything by MAC 
address, so that information is input into their rate plan as a 
service, and we have mechanisms in place to provision speeds based on 
rates when the SM authenticates to the tower.


Regards,
Chuck

On Mon, Aug 24, 2015 at 11:30 PM, Brett A Mansfield 
mailto:li...@silverlakeinternet.com>> 
wrote:


I'm with ya. I'll sign up for that.

Thank you,
Brett A Mansfield

On Aug 24, 2015, at 7:21 PM, Sterling Jacobson
mailto:sterl...@avative.net>> wrote:


Ok, I’m going to tell you all what I want to program.

I’ve been wanting to do this for a long time now, and I hope to
start it this year (with Platypus integration).

I want a simple web site AND an app that pretty much does the
same thing.

The interested customers goes to web site and downloads the app
or creates an account online (preferably logging in with
Faceboog/Google etc button).

That starts the ‘step’ process.

The App/site pretty much takes over from there.

They input their information, the app tells them what’s available.

They chose what they want and digitally ‘sign’ the agreement.

That kicks off the App/site to notify them that install is pending.

The crew, using the SAME App/Site in ‘installer’ mode gets
notification that there is a pending install.

They have put in their availability, so one of them can accept
the task and is now responsible for completing it on time.

If this step involves the customer then they will have already
put their availability on the App/site and the customer will
chose from an available time.

In my case there are several pre-steps for installing fiber with
two or three different crews, so this gets passed around the
members or crew chiefs by the App/site until it’s complete.

The customer get’s notified by the site/email and/or App during
the various stages.

During installation, the installer can ask the customer to
finalize by going to the App/site and paying etc. etc.

Then it turns on the internet, the installer leaves and the
App/site goes into Support mode.

Now if the customer has an issue they can report it through the
site/app via phone or tablet if their internet isn’t working.

Again from a pool of available tech support people, it can be
accepted and acted upon.

Also if there is a network wide problem affecting several, the
App/site can alert with ETA.

All of this technology is basically SQL database stuff with some
middle software to tend to events.

Nothing hugely complicated, and can integrate with Platypus or
another CMS/Billing at the database level easily.

Once developed, should be highly adaptable for all of us.

And basically reduce staff required to track all of this crap to
virtually none.

Who’s with me??

*From:*Af [mailto:af-boun...@afmug.com] *On Behalf Of *Ty Featherling
*Sent:* Monday, August 24, 2015 3:54 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

Re: [AFMUG] Platypus + paperless

[Chuck Hogg]

We just implemented Outage Map with notifications, it basically pulls
information from Platypus, from their service details (AP, GPS, etc.) and
can identify customers if they are down.  We also integrated it with our
phone system, so you can call and check the outage map by phone too.

Regards,
Chuck

On Tue, Aug 25, 2015 at 8:51 AM, Chuck Hogg  wrote:

> I have digital contracts setup with Platypus.  Installer hands his laptop
> to the customer, they fill out the information, select rate, etc., and sign
> with the mouse on the laptop.  We do everything by MAC address, so that
> information is input into their rate plan as a service, and we have
> mechanisms in place to provision speeds based on rates when the SM
> authenticates to the tower.
>
> Regards,
> Chuck
>
> On Mon, Aug 24, 2015 at 11:30 PM, Brett A Mansfield <
> li...@silverlakeinternet.com> wrote:
>
>> I'm with ya. I'll sign up for that.
>>
>> Thank you,
>> Brett A Mansfield
>>
>> On Aug 24, 2015, at 7:21 PM, Sterling Jacobson 
>> wrote:
>>
>> Ok, I’m going to tell you all what I want to program.
>>
>>
>>
>> I’ve been wanting to do this for a long time now, and I hope to start it
>> this year (with Platypus integration).
>>
>>
>>
>> I want a simple web site AND an app that pretty much does the same thing.
>>
>>
>>
>> The interested customers goes to web site and downloads the app or
>> creates an account online (preferably logging in with Faceboog/Google etc
>> button).
>>
>>
>>
>> That starts the ‘step’ process.
>>
>>
>>
>> The App/site pretty much takes over from there.
>>
>>
>>
>> They input their information, the app tells them what’s available.
>>
>> They chose what they want and digitally ‘sign’ the agreement.
>>
>> That kicks off the App/site to notify them that install is pending.
>>
>> The crew, using the SAME App/Site in ‘installer’ mode gets notification
>> that there is a pending install.
>>
>> They have put in their availability, so one of them can accept the task
>> and is now responsible for completing it on time.
>>
>> If this step involves the customer then they will have already put their
>> availability on the App/site and the customer will chose from an available
>> time.
>>
>> In my case there are several pre-steps for installing fiber with two or
>> three different crews, so this gets passed around the members or crew
>> chiefs by the App/site until it’s complete.
>>
>> The customer get’s notified by the site/email and/or App during the
>> various stages.
>>
>> During installation, the installer can ask the customer to finalize by
>> going to the App/site and paying etc. etc.
>>
>> Then it turns on the internet, the installer leaves and the App/site goes
>> into Support mode.
>>
>> Now if the customer has an issue they can report it through the site/app
>> via phone or tablet if their internet isn’t working.
>>
>> Again from a pool of available tech support people, it can be accepted
>> and acted upon.
>>
>> Also if there is a network wide problem affecting several, the App/site
>> can alert with ETA.
>>
>>
>>
>> All of this technology is basically SQL database stuff with some middle
>> software to tend to events.
>>
>> Nothing hugely complicated, and can integrate with Platypus or another
>> CMS/Billing at the database level easily.
>>
>>
>>
>> Once developed, should be highly adaptable for all of us.
>>
>> And basically reduce staff required to track all of this crap to
>> virtually none.
>>
>>
>>
>> Who’s with me??
>>
>>
>>
>> *From:* Af [mailto:af-boun...@afmug.com ] *On
>> Behalf Of *Ty Featherling
>> *Sent:* Monday, August 24, 2015 3:54 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
>>
>>
>

Re: [AFMUG] Platypus + paperless

[Chuck Hogg]

I have digital contracts setup with Platypus.  Installer hands his laptop
to the customer, they fill out the information, select rate, etc., and sign
with the mouse on the laptop.  We do everything by MAC address, so that
information is input into their rate plan as a service, and we have
mechanisms in place to provision speeds based on rates when the SM
authenticates to the tower.

Regards,
Chuck

On Mon, Aug 24, 2015 at 11:30 PM, Brett A Mansfield <
li...@silverlakeinternet.com> wrote:

> I'm with ya. I'll sign up for that.
>
> Thank you,
> Brett A Mansfield
>
> On Aug 24, 2015, at 7:21 PM, Sterling Jacobson 
> wrote:
>
> Ok, I’m going to tell you all what I want to program.
>
>
>
> I’ve been wanting to do this for a long time now, and I hope to start it
> this year (with Platypus integration).
>
>
>
> I want a simple web site AND an app that pretty much does the same thing.
>
>
>
> The interested customers goes to web site and downloads the app or creates
> an account online (preferably logging in with Faceboog/Google etc button).
>
>
>
> That starts the ‘step’ process.
>
>
>
> The App/site pretty much takes over from there.
>
>
>
> They input their information, the app tells them what’s available.
>
> They chose what they want and digitally ‘sign’ the agreement.
>
> That kicks off the App/site to notify them that install is pending.
>
> The crew, using the SAME App/Site in ‘installer’ mode gets notification
> that there is a pending install.
>
> They have put in their availability, so one of them can accept the task
> and is now responsible for completing it on time.
>
> If this step involves the customer then they will have already put their
> availability on the App/site and the customer will chose from an available
> time.
>
> In my case there are several pre-steps for installing fiber with two or
> three different crews, so this gets passed around the members or crew
> chiefs by the App/site until it’s complete.
>
> The customer get’s notified by the site/email and/or App during the
> various stages.
>
> During installation, the installer can ask the customer to finalize by
> going to the App/site and paying etc. etc.
>
> Then it turns on the internet, the installer leaves and the App/site goes
> into Support mode.
>
> Now if the customer has an issue they can report it through the site/app
> via phone or tablet if their internet isn’t working.
>
> Again from a pool of available tech support people, it can be accepted and
> acted upon.
>
> Also if there is a network wide problem affecting several, the App/site
> can alert with ETA.
>
>
>
> All of this technology is basically SQL database stuff with some middle
> software to tend to events.
>
> Nothing hugely complicated, and can integrate with Platypus or another
> CMS/Billing at the database level easily.
>
>
>
> Once developed, should be highly adaptable for all of us.
>
> And basically reduce staff required to track all of this crap to virtually
> none.
>
>
>
> Who’s with me??
>
>
>
> *From:* Af [mailto:af-boun...@afmug.com ] *On
> Behalf Of *Ty Featherling
> *Sent:* Monday, August 24, 2015 3:54 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
>
>

Re: [AFMUG] Platypus + paperless

[Brett A Mansfield]

I'm with ya. I'll sign up for that.

Thank you,
Brett A Mansfield

> On Aug 24, 2015, at 7:21 PM, Sterling Jacobson  wrote:
> 
> Ok, I’m going to tell you all what I want to program.
>  
> I’ve been wanting to do this for a long time now, and I hope to start it this 
> year (with Platypus integration).
>  
> I want a simple web site AND an app that pretty much does the same thing.
>  
> The interested customers goes to web site and downloads the app or creates an 
> account online (preferably logging in with Faceboog/Google etc button).
>  
> That starts the ‘step’ process.
>  
> The App/site pretty much takes over from there.
>  
> They input their information, the app tells them what’s available.
> They chose what they want and digitally ‘sign’ the agreement.
> That kicks off the App/site to notify them that install is pending.
> The crew, using the SAME App/Site in ‘installer’ mode gets notification that 
> there is a pending install.
> They have put in their availability, so one of them can accept the task and 
> is now responsible for completing it on time.
> If this step involves the customer then they will have already put their 
> availability on the App/site and the customer will chose from an available 
> time.
> In my case there are several pre-steps for installing fiber with two or three 
> different crews, so this gets passed around the members or crew chiefs by the 
> App/site until it’s complete.
> The customer get’s notified by the site/email and/or App during the various 
> stages.
> During installation, the installer can ask the customer to finalize by going 
> to the App/site and paying etc. etc.
> Then it turns on the internet, the installer leaves and the App/site goes 
> into Support mode.
> Now if the customer has an issue they can report it through the site/app via 
> phone or tablet if their internet isn’t working.
> Again from a pool of available tech support people, it can be accepted and 
> acted upon.
> Also if there is a network wide problem affecting several, the App/site can 
> alert with ETA.
>  
> All of this technology is basically SQL database stuff with some middle 
> software to tend to events.
> Nothing hugely complicated, and can integrate with Platypus or another 
> CMS/Billing at the database level easily.
>  
> Once developed, should be highly adaptable for all of us.
> And basically reduce staff required to track all of this crap to virtually 
> none.
>  
> Who’s with me??
>  
> From: Af [mailto:af-boun...@afmug.com] On Behalf Of Ty Featherling
> Sent: Monday, August 24, 2015 3:54 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

Re: [AFMUG] Platypus + paperless

[Justin Wilson - MTIN]

https://rightsignature.com/signup <https://rightsignature.com/signup>


Justin Wilson
j...@mtin.net

---
http://www.mtin.net Owner/CEO
xISP Solutions- Consulting – Data Centers - Bandwidth

http://www.midwest-ix.com  COO/Chairman
Internet Exchange - Peering - Distributed Fabric

> On Aug 24, 2015, at 8:46 PM, Lewis Bergman  wrote:
> 
> We sent the contract and ach/cc during the time the office setup the 
> appointment. The customer had to sign it two days before the install. Out 
> contract had a clause that the customer had no obligation unless the install 
> was successful. 
> As a result, all customers were in the system complete under a "prospect" 
> status until completed. One click and they were ready to bill after that.
> As ken said, more installs and backside people are cheaper. You also have 
> tighter control over them for quality reasons.
> But to each his own.
> 
> On Aug 24, 2015 7:04 PM, "Ty Featherling"  <mailto:tyfeatherl...@gmail.com>> wrote:
> Good idea.
> 
> -Ty
> 
> On Mon, Aug 24, 2015 at 7:02 PM, Ken Hohhof  <mailto: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 <mailto:tyfeatherl...@gmail.com>
> Sent: Monday, August 24, 2015 6:50 PM
> To: af@afmug.com <mailto: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  <mailto: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 <mailto:tyfeatherl...@gmail.com>
> Sent: Monday, August 24, 2015 4:54 PM
> To: af@afmug.com <mailto: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
>  
> 

Re: [AFMUG] Platypus + paperless

[Ty Featherling]

Well hell that sounds freaking fantastic. Where do I sign up?

-Ty

On Mon, Aug 24, 2015 at 8:21 PM, Sterling Jacobson 
wrote:

> Ok, I’m going to tell you all what I want to program.
>
>
>
> I’ve been wanting to do this for a long time now, and I hope to start it
> this year (with Platypus integration).
>
>
>
> I want a simple web site AND an app that pretty much does the same thing.
>
>
>
> The interested customers goes to web site and downloads the app or creates
> an account online (preferably logging in with Faceboog/Google etc button).
>
>
>
> That starts the ‘step’ process.
>
>
>
> The App/site pretty much takes over from there.
>
>
>
> They input their information, the app tells them what’s available.
>
> They chose what they want and digitally ‘sign’ the agreement.
>
> That kicks off the App/site to notify them that install is pending.
>
> The crew, using the SAME App/Site in ‘installer’ mode gets notification
> that there is a pending install.
>
> They have put in their availability, so one of them can accept the task
> and is now responsible for completing it on time.
>
> If this step involves the customer then they will have already put their
> availability on the App/site and the customer will chose from an available
> time.
>
> In my case there are several pre-steps for installing fiber with two or
> three different crews, so this gets passed around the members or crew
> chiefs by the App/site until it’s complete.
>
> The customer get’s notified by the site/email and/or App during the
> various stages.
>
> During installation, the installer can ask the customer to finalize by
> going to the App/site and paying etc. etc.
>
> Then it turns on the internet, the installer leaves and the App/site goes
> into Support mode.
>
> Now if the customer has an issue they can report it through the site/app
> via phone or tablet if their internet isn’t working.
>
> Again from a pool of available tech support people, it can be accepted and
> acted upon.
>
> Also if there is a network wide problem affecting several, the App/site
> can alert with ETA.
>
>
>
> All of this technology is basically SQL database stuff with some middle
> software to tend to events.
>
> Nothing hugely complicated, and can integrate with Platypus or another
> CMS/Billing at the database level easily.
>
>
>
> Once developed, should be highly adaptable for all of us.
>
> And basically reduce staff required to track all of this crap to virtually
> none.
>
>
>
> Who’s with me??
>
>
>
> *From:* Af [mailto:af-boun...@afmug.com] *On Behalf Of *Ty Featherling
> *Sent:* Monday, August 24, 2015 3:54 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
>

Re: [AFMUG] Platypus + paperless

[Lewis Bergman]

Normally I would say "hell yea" but about a decade ago I programmed about
one third of that. It took about six months and I ended up having to
contact the finish up to some Ukrainian to finish it up before I ended up
in a Looney bin and divorced and broke. Of course I suck at most things I
do so you can probably do the whole thing in a week with some red bull.

And of course I have no dog in the hunt.
On Aug 24, 2015 8:22 PM, "Sterling Jacobson"  wrote:

> Ok, I’m going to tell you all what I want to program.
>
>
>
> I’ve been wanting to do this for a long time now, and I hope to start it
> this year (with Platypus integration).
>
>
>
> I want a simple web site AND an app that pretty much does the same thing.
>
>
>
> The interested customers goes to web site and downloads the app or creates
> an account online (preferably logging in with Faceboog/Google etc button).
>
>
>
> That starts the ‘step’ process.
>
>
>
> The App/site pretty much takes over from there.
>
>
>
> They input their information, the app tells them what’s available.
>
> They chose what they want and digitally ‘sign’ the agreement.
>
> That kicks off the App/site to notify them that install is pending.
>
> The crew, using the SAME App/Site in ‘installer’ mode gets notification
> that there is a pending install.
>
> They have put in their availability, so one of them can accept the task
> and is now responsible for completing it on time.
>
> If this step involves the customer then they will have already put their
> availability on the App/site and the customer will chose from an available
> time.
>
> In my case there are several pre-steps for installing fiber with two or
> three different crews, so this gets passed around the members or crew
> chiefs by the App/site until it’s complete.
>
> The customer get’s notified by the site/email and/or App during the
> various stages.
>
> During installation, the installer can ask the customer to finalize by
> going to the App/site and paying etc. etc.
>
> Then it turns on the internet, the installer leaves and the App/site goes
> into Support mode.
>
> Now if the customer has an issue they can report it through the site/app
> via phone or tablet if their internet isn’t working.
>
> Again from a pool of available tech support people, it can be accepted and
> acted upon.
>
> Also if there is a network wide problem affecting several, the App/site
> can alert with ETA.
>
>
>
> All of this technology is basically SQL database stuff with some middle
> software to tend to events.
>
> Nothing hugely complicated, and can integrate with Platypus or another
> CMS/Billing at the database level easily.
>
>
>
> Once developed, should be highly adaptable for all of us.
>
> And basically reduce staff required to track all of this crap to virtually
> none.
>
>
>
> Who’s with me??
>
>
>
> *From:* Af [mailto:af-boun...@afmug.com] *On Behalf Of *Ty Featherling
> *Sent:* Monday, August 24, 2015 3:54 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
>

Re: [AFMUG] Platypus + paperless

[Sterling Jacobson]

Ok, I’m going to tell you all what I want to program.

I’ve been wanting to do this for a long time now, and I hope to start it this 
year (with Platypus integration).

I want a simple web site AND an app that pretty much does the same thing.

The interested customers goes to web site and downloads the app or creates an 
account online (preferably logging in with Faceboog/Google etc button).

That starts the ‘step’ process.

The App/site pretty much takes over from there.

They input their information, the app tells them what’s available.
They chose what they want and digitally ‘sign’ the agreement.
That kicks off the App/site to notify them that install is pending.
The crew, using the SAME App/Site in ‘installer’ mode gets notification that 
there is a pending install.
They have put in their availability, so one of them can accept the task and is 
now responsible for completing it on time.
If this step involves the customer then they will have already put their 
availability on the App/site and the customer will chose from an available time.
In my case there are several pre-steps for installing fiber with two or three 
different crews, so this gets passed around the members or crew chiefs by the 
App/site until it’s complete.
The customer get’s notified by the site/email and/or App during the various 
stages.
During installation, the installer can ask the customer to finalize by going to 
the App/site and paying etc. etc.
Then it turns on the internet, the installer leaves and the App/site goes into 
Support mode.
Now if the customer has an issue they can report it through the site/app via 
phone or tablet if their internet isn’t working.
Again from a pool of available tech support people, it can be accepted and 
acted upon.
Also if there is a network wide problem affecting several, the App/site can 
alert with ETA.

All of this technology is basically SQL database stuff with some middle 
software to tend to events.
Nothing hugely complicated, and can integrate with Platypus or another 
CMS/Billing at the database level easily.

Once developed, should be highly adaptable for all of us.
And basically reduce staff required to track all of this crap to virtually none.

Who’s with me??

From: Af [mailto:af-boun...@afmug.com] On Behalf Of Ty Featherling
Sent: Monday, August 24, 2015 3:54 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

Re: [AFMUG] Platypus + paperless

[Lewis Bergman]

We sent the contract and ach/cc during the time the office setup the
appointment. The customer had to sign it two days before the install. Out
contract had a clause that the customer had no obligation unless the
install was successful.
As a result, all customers were in the system complete under a "prospect"
status until completed. One click and they were ready to bill after that.
As ken said, more installs and backside people are cheaper. You also have
tighter control over them for quality reasons.
But to each his own.
On Aug 24, 2015 7:04 PM, "Ty Featherling"  wrote:

> Good idea.
>
> -Ty
>
> On Mon, Aug 24, 2015 at 7:02 PM, Ken Hohhof  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 
>> *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  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 
>>> *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
>>>
>>
>>
>
>

Re: [AFMUG] Platypus + paperless

[Ty Featherling]

Good idea.

-Ty

On Mon, Aug 24, 2015 at 7:02 PM, Ken Hohhof  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 
> *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  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 
>> *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
>>
>
>

Re: [AFMUG] Platypus + paperless

[Ken Hohhof]

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 
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  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 
  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

Re: [AFMUG] Platypus + paperless

[Ty Featherling]

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  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 
> *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
>

Re: [AFMUG] Platypus + paperless

[Ken Hohhof]

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 
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

Re: [AFMUG] Platypus + paperless

[Joshaven Mailing Lists]

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  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