Re: [WISPA] tablet customer sign off thing

2013-10-23 Thread Chuck Hogg
I've been doing this for years on our system...it's custom built but integrates into Platypus. Essentially, the customer fills out the information for their contract, signs, then it asks if they would like a copy sent to their email account. Then in their Platypus account it is added as a

[WISPA] tablet customer sign off thing

2013-10-22 Thread heith petersen
I forgot to ask in Vegas last week. We have a new customer policy being built. We will be enforcing it on new customers. It will be on our website. I do, however, want customers to sign not just review something but I don’t want to have paper. I see there are some doc or proposal aps for Ipad

Re: [WISPA] tablet customer sign off thing

2013-10-22 Thread Martha Huizenga
Love to hear about this as well. We are currently using paper. We send the document to the customer over email and then the tech has a signature page that they sign. Our lawyer, says they should sign it and we should retain it. Martha signature Martha Huizenga 202-546-5898 */DC Access, LLC

Re: [WISPA] tablet customer sign off thing

2013-10-22 Thread Josh Luthman
If you had Powecode, this would be all done for you. You can use a tablet and a web form, though you'd have to do the integration with whatever you have now. Josh Luthman Office: 937-552-2340 Direct: 937-552-2343 1100 Wayne St Suite 1337 Troy, OH 45373 On Tue, Oct 22, 2013 at 2:11 PM, heith

Re: [WISPA] tablet customer sign off thing

2013-10-22 Thread Matt Hoppes
Funny, we were just talking about this today. During sign-up we were going to give customers a website to go to where they can electronically sign the contract and then we file that away. We're trying to reduce paperwork as much as possible. Matt Hoppes Director of Information Technology