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 <[email protected]> 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:[email protected]] On Behalf Of Ty Featherling > Sent: Monday, August 24, 2015 3:54 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
