I’m going to second paperless. We just use google drive with a folder for open sales orders and a folder for completed sales orders. In the office, we just save new sales orders to the open folder. Tech opens them on an iPad mini, has the customer sign them, and saves them to completed. WAY easier then trying to track down paper and then file it.
Carl Peterson PORT NETWORKS On Oct 29, 2014, at 1:15 PM, Jason Pond via Af <[email protected]> wrote: > 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 <[email protected]> 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
