Hi all I need some advice.
I work for a AV company, we are subcontractors for schools, casinos, gyms etc we install projector systems, interactive whiteboards etc.
We have a hand full of clients who we deal with and we have 3 or 4 teams on the road daily.
At the moment when a job is completed the engineer will take out a paper customer signoff form, fill the details out
Address
Tested & working etc
Job details
Equipment serial numbers and room numbers
Warranty details, numbers etc
Customer & engineer signature
I have recently tried to digitize this by coppying the forms into a PDF fillable form that the engineer fills out on his laptop and gets the customer to sign on the touch screen panel or whiteboard that's been installed and then save it to a PDF printer and save in a shared google drive so the office can print/email it off to get paid for job.
Is there there any software that exists like a database that the engineer can go through step by step and fill the data out, and then export it to our customers form for the customer to sign and it saves in a shared location for the office to print/email etc and all the data is saved and easy to access and view/print again in the future.
Sorry its long winded but trying to explain the best I can... Thanks in advance.
I work for a AV company, we are subcontractors for schools, casinos, gyms etc we install projector systems, interactive whiteboards etc.
We have a hand full of clients who we deal with and we have 3 or 4 teams on the road daily.
At the moment when a job is completed the engineer will take out a paper customer signoff form, fill the details out
Address
Tested & working etc
Job details
Equipment serial numbers and room numbers
Warranty details, numbers etc
Customer & engineer signature
I have recently tried to digitize this by coppying the forms into a PDF fillable form that the engineer fills out on his laptop and gets the customer to sign on the touch screen panel or whiteboard that's been installed and then save it to a PDF printer and save in a shared google drive so the office can print/email it off to get paid for job.
Is there there any software that exists like a database that the engineer can go through step by step and fill the data out, and then export it to our customers form for the customer to sign and it saves in a shared location for the office to print/email etc and all the data is saved and easy to access and view/print again in the future.
Sorry its long winded but trying to explain the best I can... Thanks in advance.