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.
We have a digital signature pad at our POS so being able to have a customer "sign" a custom form and have it attached to their account with signature intact would be a big plus. Additionally, as remote customers are about half of our business, being able to duplicate this through the customer portal would be an important component of this functionality. A checkbox noting that they agree to the stipulations in the document and a place to type their name and the current date should be sufficient to qualify as a legal signature.
We repair home espresso machines and I'm often asked if we have loaners/rentals to tide them over while their machine is in the shop (caffeinated customers are happy customers!). To do this we'd need to be able to temporarily assign a shop asset to a customer as well as have them digitally sign a custom form confirming their acceptance of the terms of the rental, which is then attached to their account/the asset. On the billing side we'd probably need an auto-generated invoice once the rental is returned and checked in (billed in daily increments, not months), with the ability to add extra line items for damaged/missing parts and mark it as not available/down for repair in the list of available rental assets. Each asset should also have a rental status, ie. available, checked out, being repaired, etc. This is just off the top of my head but is a good groundwork for making this work for us.
Would everyone please add a comment to this and give a sentence or two about how they would like the integration to work?
- Eg, is it with a cloud shipping service?
- Do you download a file which some desktop app is able to open to make a label?
- Please let us know in the comments how this could work in your situation so we can get an idea what is involved
7 votesHenry H shared this idea ·
We added a feature for ticket Grouping. Does this provide what’s needed here?
I agree; "last updated" status isn't at all relevant to our workflow, it would be much more valuable to be able to assign a color based on ticket status or priority, or at least be able to disable the "last updated" status. As it is now the colors just create visual clutter for us.