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 <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
<sterl...@avative.net <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 <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
