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 <[email protected]> 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 <[email protected]> > *Sent:* Monday, August 24, 2015 4:54 PM > *To:* [email protected] > *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 >
