Advice on check-in procedure. How do you do it?

callMeTom

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Long time reader, first time caller.
At the place I work we recently had an irate customer, all of whose complaints can be traced back to our check-in procedure. Without getting into how we do it (since I now need to remediate the whole procedure over the head of our lead tech) we need a better way of doing things. I was hoping to see how you all do this. I am especially interested to know what, if any, check-in/database software you may use to generate a printout. No detail is too small since I need to scrap what I've inherited and rebuild from 0.

-Tom
 
For starters, check out the technibble sponsors on the centre top of your screen, Tom.

I don't have experience of any of them - just know they are there!
 
It may be easier, if you let us know how you(r) company do it. Then we can give an informed opinion.

This subject is so broad a spectrum, we cannot give you infinite details to be honest.
 
Well, here's how we do it, in a nutshell.

Customer approaches our front counter, describes the problem, and we quote a repair labor cost and approximate part cost if we can. We will sometimes try to replicate the problem on the counter, with the customer there.

From there, we enter all of the customer's information into a database. That includes contact information, date and time of check-in, equipment descriptions and serial numbers, and any glaringly obvious damage to the system, cosmetic or otherwise.

The program prints out two copies of the check-in document, with all of that information and our terms of service on the back side. The customer is asked to check it all over and sign and date the bottom, accepting and agreeing to our terms. We get a copy, as does the customer. Any labor charges quoted are taken up front, at the time of check-in....unless it's a special condition.

One thing I've been wanting to do is print out some stickers for the equipment, but we don't do that...and it really hasn't been a problem (yet).
 
That's fairly similar to what I do.
I haven't had any problems though.
When I get my storefront I plant to have one of the security cameras pointed at the drop off desk complete with sound as an additional way to verify what's on paper just in case.
 
From there, we enter all of the customer's information into a database. That includes contact information, date and time of check-in, equipment descriptions and serial numbers, and any glaringly obvious damage to the system, cosmetic or otherwise.

Homespun database? Commercial product? Freeware? This sounds like what I eventually want, including stickers, just not sure if I should pull out some database books or if there is a good packaged solution.
 
We use a two line price gun to tag each item they bring in with their customer ID that our system generates. One of the important things is that we put on the write up whether the laptop came in with or without its power cord. We specifically make note of this to the customer when they don't bring it in.
 
Just curious, what was the customer's complaint?

Basically (and I did not take this one in) the customer did not receive a receipt for what she dropped off (standard procedure here, but something I have been uncomfortable about) which put here in a state. Then, come to find out, she was promised a 3 day turn time on and issue that took about a week after parts were ordered. So the issue I'm trying to solve is a drop off receipt and a more professional drop off experience for our customers. This shop was built as a custom PC manufacturer, not repair, repair has been a source of backup revenue and has always been seen as a second tier project, so we're running around with a 3 sentence disclaimer and a hand-written sheet as our only documentation. I'm using this irate person as a good excuse to bring to the attention of my superiors that we NEED a better procedure.
 
We use a two line price gun to tag each item they bring in with their customer ID that our system generates. One of the important things is that we put on the write up whether the laptop came in with or without its power cord. We specifically make note of this to the customer when they don't bring it in.

This is brilliant! I will be stealing this, thanks.
 
The drop off receipt is just as much for the shop owner to cover their own tail as it is to give the customer some sense of security when dropping off their computer. If you dont have a receipt then you cant prove that the customer didnt drop off their $3500 gaming rig rather than the actual 10 year old P3. I wouldnt put it past anyone to try to scam me.

As far as the repair taking too long, I always give the customer a reasonable estimate, but you have to let them know that if it looks like it will take longer then you will be in contact. If they dont hear from you they are going to assume that your original time frame still holds true. I know that I would. I have found that as long as you keep them informed they are generally content.
 
she was promised a 3 day turn time on and issue that took about a week after parts were ordered.

Is this the part your customer didn't like?

Personally I tell them they will receive a phone call within the next couple of days. If it's an easy fix, they will receive a call earlier than expected and they are generally impressed with the turn around time. If I need to order parts I ring them to let them know their options. Each step of the repair, I let the customer know the situation.

For instance, they will recieve a call when I've diagnosed the problem and give them their options. If parts are required I give them a call to say to parts have arrived, and then a final call when I've repaired their system.
 
As far as the turn time, our policy is to not promise times, just this one guy did. It was a combination of things that made her mad, but all of them stemmed from the dropoff procedure, which is why I want to start from scratch and get a better one, and as long as I'm starting from scratch, lets go all out and do this right.
 
I use quick books point of sale v9

Step 1) Customer explains issue(s), while they're explaining I'm filling out the info in the customer comments section.

Step 2) I quote them a general cost up front and let them know that if the cost goes up more than 10% someone will call them to confirm, I then move on to getting their info. (ie. First and Last name, phone number(s), and address **usually ask for their ID**).

Step 3) POSv9 produces a member ID which I print out and place a sticker on their incoming equipment, and their copy of the check in receipt.

Step 4) Review the check in receipt with the customer (there are check boxes for included equipment and a waiver stating "we" are not responsible if they forget to check a box before signing). We also tell the customer the items will not be released without a matching ID/receipt.

Step 5) Incoming shelf tape the W/O to the case, tech pulls from bench opens the member info window adds notes and makes changes to pricing if needed.

Step 6) None of your business =)
 
I tend to use a little different procedure than most.

1) For most new PCs to enter the door, I assign them an invoice number from within my Zoho Books accounting suite (job number of sorts).

2) Customers sign off on a dropoff receipt which is just a quote from the system. Covers my end on what they gave me and they are aware of the turnaround time and rough completion schedule.

3) All updates are put into the Zoho Books invoice and a final invoice is generated as the "completion work order".

4) Customer signs off on the pickup or dropoff and I include all of my terms on the back of their copy. I always take the signed copy.

Works well, simple, and all my information is handled on the cloud so I don't have to worry about any internal servers going down, or having to configure my servers for remote access. It's a win win. I like Zoho as a whole and plan on possibly adding on their Zoho Support helpdesk solution as I grow larger and add techs to my company.

But sounds like everyone likes their respective systems so no reason to play "mine is better than yours" in here. Just wanted to share how I work my clients.
 
Long time reader, first time caller.
At the place I work we recently had an irate customer, all of whose complaints can be traced back to our check-in procedure. Without getting into how we do it (since I now need to remediate the whole procedure over the head of our lead tech) we need a better way of doing things. I was hoping to see how you all do this. I am especially interested to know what, if any, check-in/database software you may use to generate a printout. No detail is too small since I need to scrap what I've inherited and rebuild from 0.

-Tom

Tom, I had three or four stores and we used the same procedure for four that we did for one store. So regardless of your size you might like this. I never found a software I liked and was considering outsourcing it to India to have a custom made package as what I want is very specific.

We had one manager/sales/service person who did all the customer contact (accept when she went to lunch). Then we had a senior tech who did bench work and out calls and a jr tech that did only bench work so he was supervised all the time either by the manager or the senior tech.

Our hours were limited to 9am - 6pm six days a week mainly so that myself and my managers could have at least one day off each week. Our revenues are 80% labor/service and 10% new computer sales and 10% used refurbs or accessories. COGS is about 50% of new sales and 15% of new accessories/refurb computers. This works out to COGS of less than 6% of gross each month. Our labor costs are about 25% of gross including manager's salary.

So 3 man shop.

We started out cheap. Used $119 Quickbooks pro single user. Manager would create the contact a print out a job order (estatemate).

Job order had all contact information but with a few other items:
we now collect email with phone and cell and work numbers
Password?
Where did you hear from us? YP? Paper? ONLINE? GOOGLE? other?____
What are the symptoms or purpose of call?

Slow, locked up, pop ups, virus removal, tune up, general check up
other..... dead, other hardware failure.....

Do you have a backup of your files? DO you require a backup? Y N

Free diagnoses with repair.
$39.99 30 minutes of bench time min chg for any computer checked in.

We would then look at the machine and the tech would communicate to the manager what is wrong or required. WE do not do work beyond the first 30 minutes without further approval.

The manager would then call the client, wait for call back if not able to reach them. Techs cannot work on pcs without job order so the manager holds same until the authorization is made and then returns the paperwork to the machine so it can be repaired once authorized.

The manager would get authorization to spend more than the $39.99 if it wasn't already given at check in. Our regular customers usually just say fix it if its under $200.

We offer same day service. You must give us authorization to fix it by 1pm to get it back by 6pm and it must not require a non standard part that must be ordred.

When the person calls back with authorization for the backup and or repair or new parts then they are given a estimate time to pick up the computer but asked to call first before picking it up to see if any thing unforseen occured.

If service only it is done the same day. If we have the part in stock like a HD, ATX or mATX PSU, Ram, MOBO, CPU, Case, Fans or switches we fix it same day. Laptops parts require waiting on ordering parts.

When a backup is requested we have a backup check list which is emailed to them and must be returned for us to proceed..

"we are not responsible for your files even if you hire us to back them up or recover them." "You must tell us each file or types of files to be backed up or they will not be backed up."

check list;
outlook or outlook express
contact list and favorites
My docs or My Files (wordperfect)
My photos or Kodac if in stalled
My music or ebooks?
acctg data? Which brand? QB? other?
checking book program? Money? Quicken? Other?
tax program? Which years? Which names?
Are their files on the desktop?
What users or profiles must be backed up or checked? Only one/default? who else?

Backup is $99.99 for up to 1 DVD backed up. Beyond that it is $10 per DVD plus $59.99 per hour plus orginal $99.99 but we only charge time from after the first DVD burnt.

The job order is held by the manager until authorization and check list are returned then she turns it back to the tech bench for who ever is available to finish the job. Once finished the pc is put on the customer rack and paperwork turned over to manager for final invoice to be printed. Manager calls the customer to pickup their computer and tell them the total charges.

Occationally during a restore we have to call and tell them that the hd is bad or memory or motherboard. At that point we tell them that the diagnoses of those elements diag is done during the interagation by the OS as it installs and advise whether its worth fixing the pc or putting money with the expected repair cost to buy a new or refurb computer instead. We charge $100 to transfer files and settings from old to new pc unless data recovery is required.

Anything other than a drag and drop or xcopy from their old drive to the new computer becomes data recovery and a minimum $250 charge with no guarantee of success.
 
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This is brilliant! I will be stealing this, thanks.

WE refuse to take power cords or speakers or any item other than the workstation that way we don't go crazy looking for same when they pick it up. Laptops we do an inventory of their laptop bag and keep it with the bag until returned or picked up. Still we don't allow the clients to drop off any thing that we do not absolutely need for the repair such as power brick and laptop. If they prefer we give them their bag back and just keep laptop and power cord.
 
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