Outtake Form

What it does:

The Outtake Form is similar to the Intake Form, but is designed to be shared with your customer after work is complete, giving the customer the opportunity to review the work that has been done, confirm that it's been completed to their satisfaction, and to sign to your terms at the end of the job.

Note: If you are using AutoPrintr, make sure you upgrade to the latest version or else you'll get a printing error: 

Setting up the Outtake Form:

1. To start, go to Admin > Tickets > Preferences, and then enable the Outtake Form setting:

2. Then, go to Admin > PDF/Email Templates > Outtake Form Template to view the Outtake Form Template. Click on the Outtake Form Disclaimer tab to customize the Terms that your Customers will agree to after work is complete:

3. Optional: If there is a certain Ticket Custom Field Type that you would like to have different Outtake Terms for, just head to Admin > Ticket Custom Fields and click "Manage Fields". From there, you can click on the "Outtake Form - Terms and Conditions" link to set up override text for that particular ticket type. Leave that text box blank if you want to use the default terms and conditions.

Once that's done, you're all ready to use the Outtake Form!

Using the Outtake Form

When you're done working on the ticket and are ready to create the Outtake Form, just click on New > Outtake Form.

The Outtake Form is designed to be reviewed with the customer. The top section lets the customer review the Ticket & Customer Info, all Public Ticket Comments, and any Worksheets that have been added to the Ticket. There are quick buttons on the top that you can use to convert the Ticket to an Invoice, Email the Outtake Form, and View/Print the PDF.

The bottom of the Outtake Form lets the Customer review your terms and sign to agree to them. As with other signatures in the software, they can sign with their finger on a touch-screen, or with an external, Topaz Signature Pad.

To view the Outtake Form after it's been signed, just click on Actions > Outtake Form from the Ticket Detail Page.

Using the Outtake Form in your workflow

You can have your customers sign the Outtake Form before or after they make payment on the invoice that is associated with the ticket.

One workflow is to finish working on the ticket, create the Outtake Form (New > Outtake Form), have the customer sign it, and then click "Make Invoice" right from the Outtake Form.

Another workflow is to finish working on the ticket, make the Invoice, accept payment, and then have the customer sign the Outtake Form. In this situation you'll be prompted to resolve the ticket and open the Outtake Form after payment is accepted. 

Feedback and Knowledge Base