Custom "Signature Forms" for additional Agreements, Waivers, Authorization Forms, etc.
I'm not doing thorough explanations or mock-ups anymore. Basically a way for users to setup custom terms and conditions, similar to the built-in default “Intake Form” for things like:
Managed services contract and conditions
Recurring credit card billing agreements
Third-party services authorization form
Equipment trade-in signature paperwork
I know just about every shop is still using paper for at least a few documents. For shops like mine, this amounting to literally hundreds (some months just over 1,000 for us) of papers that are manually tracked/organized. I know ideally all of these docs would be uploaded to RS, but that takes too much time. It would be hugely helpful to have these docs generated/signed/filed in RS from start to finish.
We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.
We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.
Anxiously waiting on this for: Residential VIP contracts, Business MSP contracts, Lease HW Agreements, Stored CIM Payment Authorizations, Equipment Rental Tracking, etc.
@troy any updates on this!!!
"Early 2017" window ends in 11 days XD
Selby, I'll just take any way to generate a form/waiver, from customer or ticket data, when and where we want in RS, without the need for a trigger. Then show the customer the screen (or a laminated card) and have them sign the topaz.
Being able to then print or email said waiver/form would b cool too ;)
My apologies. What I meant was, none of the RS forms display anything ON the Topaz signature pads. That requires a separate integration, but maybe I was misunderstanding the question. :p
AdminTroy (Founder, RepairShopr) commented
We would definitely hook it into our existing signature stuff - so it would work on topaz like our existing forms. (And fallback to work with mouse/touch if not on a windows computer)
Still planned - just coming after another big priority feature that we've been working on.
Hopefully this will be the next project to get "started"...
I doubt we can integrate them into Topaz, MikeD. The smaller Topaz pads have an SDK tool available that you can use to create an app from an .xls file to show a signature box on the screen, for example. The larger pads have to have a custom app. It would be great if RS would provide something for the software on that, but seems unlikely.
Just having our own templates which we can create from scratch and pull in tags from all the other templates would be a great start! :)
This would allow folks to create their own custom forms and add them to the print button, or somehow integrate them to the Topaz too?
I'd like to see a signature option for ticket status.
For example Ticket status= "Maintenance Complete" Require signature="yes"
Now if you place a ticket into the "Maintenance Complete" status then you are given a signature screen with a customised disclaimer that would also be set up in the ticket status setup.
Stephen De Tomasi commented
+1 to this, especially if it can be done via the mobile app on my Galaxy Note which already has a fantastic pen built into it.
Q1 2017 ends in a week :)
Eddy Abdelaziz commented
Needed; great idea
Matthew Riffat commented
Ryan Daniels commented
This feature has unlimited potential. I would love to have this available to sign in the customer portal as well
Andrew Hall commented
how is this coming? Any updates?
Cody Muir commented
Really excited to see this feature. Will definitely save some paper!
Any updates on this???
Want it, please