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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 <lewis.berg...@gmail.com> 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" <tyfeatherl...@gmail.com > <mailto:tyfeatherl...@gmail.com>> wrote: > Good idea. > > -Ty > > On Mon, Aug 24, 2015 at 7:02 PM, Ken Hohhof <af...@kwisp.com > <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 <af...@kwisp.com > <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 > >
