Asking the customer to fill in a form

[Bexy84]

I was thinking about knocking up some sort of form for the customer to fill in when i go to pick their machine up for repair (as im still working from home but i would do the same once i have a store)

Basically:

Name
Address
Telephone Number
Email Address

Nothing to intrusive but just so you can get some info from them to get in touch when the machine is ready for Collection/Drop off. Plus you have an email address to send out newsletters.

Do you think it would be worth while to have a box to available for them to tick to say they would/would not like to recieve email's from *company*.

 

[cmonova]

I was thinking about knocking up some sort of form for the customer to fill in when i go to pick their machine up for repair (as im still working from home but i would do the same once i have a store)
Basically:
Name
Address
Telephone Number
Email Address

Nothing to intrusive but just so you can get some info from them to get in touch when the machine is ready for Collection/Drop off. Plus you have an email address to send out newsletters.

Do you think it would be worth while to have a box to available for them to tick to say they would/would not like to recieve email's from *company*.

Well if you are picking up computers from them I would venture to think that you are already getting that info when you pick it up correct? If that is the case you already have it and when you deliever you can have them sign the bottom for receipt purposes.

As far as the "tick mark" nope...We tell everyone that we will be sending out newsletter to them to keep them informed of things relating to their computer as well as trends. If they want to opt out that is there choice but they are going to receive the first one.

 

[Bexy84]

Well if you are picking up computers from them I would venture to think that you are already getting that info when you pick it up correct? If that is the case you already have it and when you deliever you can have them sign the bottom for receipt purposes.

As far as the "tick mark" nope...We tell everyone that we will be sending out newsletter to them to keep them informed of things relating to their computer as well as trends. If they want to opt out that is there choice but they are going to receive the first one.

Well most of the jobs i do have been local and i know the address off the top of my head. I normally just take a number for them while im there but i thought if i ask them to fill in a form with the info i mentioned it would come in handy for Leaflets/Emails i send out.

 

[Kitten Kong]

You should ideally, be keeping a database of all your clients, with all their info on it, including names, addresses, contact numbers, landline, and mobiles.

Basically all the info you can gain, even if you know them personally.

And get a work order filled, and signed, each and every time you do a job for them.

You have to cover your behind. Cripes, I even get my family to sign my work orders!. Also all my neighbours, (who ive known for 30+ years).

Not a single client enters the workshop, and leaves without not signing a work order. Irrespective of who it is, give them a copy of it, and you keep one for your own records.

 

[PBComputer]

I also have a box for items dropped off, Fault, and any system password neeeded to login to the machine

 

[Paul Rodgers]

I would put a box allowing them to opt-out of or opt-in to marketing emails or newsletters.

 

[MobileTechie]

A proper form covering client info, system info, passwords, fault description, condition of items, number of items taken, agreed price, terms etc etc is the least a client is going to expect from a professional. Otherwise you're just some guy turning up and taking their computer away. You're also opening yourself up to a world of legal problems.

 

[parker.casey]

I have a full legal disclaimer that has to be filled out entirely before we'll touch the system ...

 

[dgiles79]

I agree with the previous comments, you must have some kind of sign off sheet. Like they already mentioned, it looks professional, you get a record of names, numbers, etc for a customer database, you can add a disclaimer to cover yourself (mine has a disclaimer about possible data loss, and a check box to add data backup service to their order).

 

[donte10]

I agree, it makes you look professional and like you are running a legitimate company. And it covers your terms and conditions. What professional company out there doesn't make you sign something at the end/or even the beginning of a work order? Not many...

 

[ATTech]

I don't think there is any question about whether or not a customer would be willing to give out there information. Unless you don't look like a professional, clients expect to have to give out basic information, such as name, address, phone number, email, etc.

 

[Bexy84]

Thanks for the insight guys, il knock somthing up and get it into standard practice this week.

 

[kamo287]

i as well get most of my information from the client almost instantly when doing a job.

90% of my work is mobile.. (at home service) so i already get their address.

90% of the time the call me- got their number

that only leaves me with the name that i get in their voicemail or in person...this is easy.

The rest of the information (condition of the computer/time/place/ etc etc etc...)

this i can do on my own while i am there.

I type it all up and make it into a PDF.

at the end i ask for their email address so i can send them their receipt (pdf) with all the details.

long story short- if you word things right-pay attention- and simply keep track of what you're doing- you get all you need really in a course of a job.

Keep it up!