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CBauer

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  1. Change intake form so client can read Disclaimer while I'm entering other data.

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    CBauer commented  · 

    CCW Technology: I use the repairshopr ios app on a tablet to create new customer and ticket. The ticket setup on the app is NOT complete (missing customer fields assets etc). So basically I enter on the tablet (or have the customer enter) just the name and contact info then a subject for the ticket and the next screen is the disclaimer. While they read it in the app on the tablet I go in on my desktop and open the ticket and click Ticket Info Change to add all the details/assets/pretest stuff. When the customer is ready they touch the quill pen in the top right corner and sign on the screen and save. Then I print the intake form PDF from the desktop which has the signature on it digitally. This all works with one user ID just fine. The only issue is if you have a different disclaimer for different types of jobs (we have one for data erasure service and one for repairs). With the different disclaimers, if you make changes it actually creates new tickets and really turns into a mess!

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