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View Full Version : Digital signatures with PC Repair Tracker


IronSerif
07-11-2011, 07:51 PM
So I received my demo log in for PC Repair Tracker today and so far I like what I see.

The one option I would like to be able to do onsite is have a customer sign the digital copy of the invoice, that way we have a copy of their signature in the system and not just on paper.

I did a search in the forums but didn't see any suggestions on this (unless of course I missed something!).

If PC Repair Tracker doesn't have this option, is there another ticket/invoice program that does offer digital signatures as an option? To make this work I was considering either hooking up a Wacom tablet to my laptop or even purchasing an iPad/Android tablet.

Any feedback is greatly appreciated - thanks in advance!

-Abe

Xander
07-11-2011, 08:08 PM
The PCRT forums has been discussing this recently. The OP was asking about using an iPad but wasn't taking into consideration that PCRT is a just PHP, and not an app so it couldn't use functions native to i-devices.
Someone posted a link to a javascript page that would take a signature but it wouldn't run on an ipad (can't speak for Android as nobody offered that info).

The other option I keep up my sleeve is to keep my intake form on my ipad and use "PDF Expert" to capture a signature on it. From there, I can email it back to myself (I can probably pull it out from itunes but haven't checked) and save the document wherever I like.

IronSerif
07-11-2011, 08:20 PM
The PCRT forums has been discussing this recently. The OP was asking about using an iPad but wasn't taking into consideration that PCRT is a just PHP, and not an app so it couldn't use functions native to i-devices.
Someone posted a link to a javascript page that would take a signature but it wouldn't run on an ipad (can't speak for Android as nobody offered that info).

The other option I keep up my sleeve is to keep my intake form on my ipad and use "PDF Expert" to capture a signature on it. From there, I can email it back to myself (I can probably pull it out from itunes but haven't checked) and save the document wherever I like.

Thanks for the info.

One option that I've been considering is to use a system like PCRT, but then have a separate PDF that the customer signs acknowledging the work that is completed as well as any other legal stuff. From there I could email and/or print the customer the invoice as well as the signed document.

The only problem with that is the PDF would have to be stored outside of PCRT, so if any issues ever came up we would have to reference both PCRT as well as the system/storage space of the PDF file.

Still open for ideas anyone else has too!

cyabro
07-11-2011, 08:32 PM
ShopManager allows you to attach files to a job or pc build.
Once you attach a file SM copies it to a folder on the www server so you can delete the original.
We use it to store forms signed by the customer as well as copies of supplier invoices so if a pc/laptop comes back for a warranty repair we can easily find out when and where we bought it from.
These attached forms open on my iPhone too if they are PDFs. Haven't tried any other types as we only use PDFs.

IronSerif
07-11-2011, 08:38 PM
ShopManager allows you to attach files to a job or pc build.
Once you attach a file SM copies it to a folder on the www server so you can delete the original.
We use it to store forms signed by the customer as well as copies of supplier invoices so if a pc/laptop comes back for a warranty repair we can easily find out when and where we bought it from.
These attached forms open on my iPhone too if they are PDFs. Haven't tried any other types as we only use PDFs.

That's really good to know, I like the ability to attach forms and such. I could use this feature to attach the signed PDF form as well as a digital copy of a credit card receipt.

Is ShopManager similar to PC Repair Tracker?

Fixedathome.com
07-11-2011, 10:39 PM
That's really good to know, I like the ability to attach forms and such. I could use this feature to attach the signed PDF form as well as a digital copy of a credit card receipt.

Is ShopManager similar to PC Repair Tracker?

You can also attach files to CommitCRM.

cyabro
07-11-2011, 11:38 PM
That's really good to know, I like the ability to attach forms and such. I could use this feature to attach the signed PDF form as well as a digital copy of a credit card receipt.

Is ShopManager similar to PC Repair Tracker?

Yes. The reason I went with SM is I, and my techs, thought that the ui for pcrt was too busy and distracting.

cmonova
07-12-2011, 12:22 AM
Shoot Luke an email and ask him to add it..He is pretty receptive to things.

colonydata
07-12-2011, 01:07 AM
there are JS/HTML5 signature form controls out there, that will work on the ipad.

i dont know if PCRT offers access to the source code or not, but you could probably hack that into it with little trouble.

IronSerif
07-12-2011, 01:27 AM
Yes. The reason I went with SM is I, and my techs, thought that the ui for pcrt was too busy and distracting.

Good info. Do you have a link for ShopManager?

How well does it work for your onsite/mobile repair jobs? I do like PCRT, but like you said it's pretty busy.

Do you find that you need to use any other system in conjunction with SM, or SM really does everything that you need it to?

Robert
07-13-2011, 10:57 AM
Good info. Do you have a link for ShopManager?

How well does it work for your onsite/mobile repair jobs? I do like PCRT, but like you said it's pretty busy.

Do you find that you need to use any other system in conjunction with SM, or SM really does everything that you need it to?
http://mysm.co/

Nice website BTW :)

IronSerif
07-13-2011, 03:14 PM
Thank you and thank you Robert :)

IronSerif
07-18-2011, 02:18 PM
Well I just picked up an Acer A500 Iconia Android Tablet over the weekend, and plan on using this to capture digital signatures for customers. So the first half of this project is in place :)

BTW - Absolutely love the tablet!

nydriek
10-28-2011, 12:33 AM
Any new developments? I really like the idea about going paperless.

cmonova
11-15-2011, 05:29 PM
New update out and even more features added. I really like the one i've circled in the pic...Customized and has a link to google places for reviews. Plus, a "signature pad" that I still have to mess with....

Xander
11-15-2011, 05:49 PM
Quick word of advice on that TY letter. Insert the code as one single line of text, otherwise PCRT adds breaks </br> everywhere. Took me a bit to figure out why my test TY to myself was so crazy-spacey until I compared my code with that of the received email. Once you know that, it looks fine.

Benchtech
11-15-2011, 05:57 PM
New update out and even more features added. I really like the one i've circled in the pic...Customized and has a link to google places for reviews. Plus, a "signature pad" that I still have to mess with....

Very nice indeed, I'm still torn I like what PCRT does over the competition but still can't get past the messiness of the GUI.

Still waiting on another TN member to finish his version but it's been months in the making. =(

cmonova
11-15-2011, 06:01 PM
Very nice indeed, I'm still torn I like what PCRT does over the competition but still can't get past the messiness of the GUI.

Still waiting on another TN member to finish his version but it's been months in the making. =(

Well you don't have to use all the bells and whistles on the GUI and that cuts down on alot but overall I could not be more pleased with "everything" that is packed into this program. It's a solid product and that is what's important.

Martyn
11-15-2011, 08:04 PM
Well you don't have to use all the bells and whistles on the GUI and that cuts down on alot but overall I could not be more pleased with "everything" that is packed into this program. It's a solid product and that is what's important.

Absolutely fantastic program that is continually evolving. I think the gui is excellent so not only does Luke put in the features he makes it pretty as well.

Scales
11-16-2011, 06:31 AM
We use PCRT. I think it is a great piece of code. I do notice the math on the reports can be off by pennies which appears to be due to rounding.

cmonova
11-16-2011, 11:03 PM
We use PCRT. I think it is a great piece of code. I do notice the math on the reports can be off by pennies which appears to be due to rounding.

I think he actually just put a patch out today to fix that...

Xander
11-16-2011, 11:41 PM
Correct, Dan. Patch arrived a couple of hours ago.