Intake and Outake Forms in RepairShopr

RetiredGuy1000

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As I slide down the learning curve learning this software I cam stuck on the intake and outake forms.

When are they used? Why are they there? Does this refer to people picking up and dropping off their computers?
 
Yep. It is so that you can gather all the information about the client and their PC. For example, it lets you inventory all the equipment they brought to you. One person might just bring you a laptop. The next will give you the laptop, power cord, mouse, wifi hotspot, bag and so on. The next client brings in the exact same model of laptop better not get the items mixed up. So you'd better note serial numbers and have a way to tag all their stuff.
 
The outake form is helpful for documenting what you did what you gave back and getting them to sign off that work was performed and the system is being returned free of defect.

This form can be extremely helpful in saving you headaches later on.

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Just something to think about - My customers always get the original form. My copy is a picture from my phone filed electronically in the cloud (and occasionally backed up on my NAS). Personally in my business I struggle with forms. Too much of my business is done with a handshake. That's just my small-town market. Some day it will bite me but so far hasn't.
 
I'm a paperless guy too. Maybe I can get these forms onto an Ipad as templates and use the ipad as an electronic notepad to sign them. Then email to the client and to my cloud.
 
We like paperless forms too. But......... that being said, I have a friend in Nebraska that uses paperless forms. He got stuck in court last month. It was over the verifying of the customer signature. His customer claimed he never picked up his computer. He claimed someone else picked it up. Kevin showed him the paperless signature on his Ipad. The customer said that is not his signature. (We all know when we sign something on a digital screen we kind of scribble our signature). It did not hold up in court and Kevin ended up buying the customer a new laptop. Fortunately the model number was on the form so he didn't get raped too bad to have to buy a new $2000 computer.

Due to that concern and several more we have elected to only us paper forms.
 
We like paperless forms too. But......... that being said, I have a friend in Nebraska that uses paperless forms. He got stuck in court last month. It was over the verifying of the customer signature. His customer claimed he never picked up his computer. He claimed someone else picked it up. Kevin showed him the paperless signature on his Ipad. The customer said that is not his signature. (We all know when we sign something on a digital screen we kind of scribble our signature). It did not hold up in court and Kevin ended up buying the customer a new laptop. Fortunately the model number was on the form so he didn't get raped too bad to have to buy a new $2000 computer.

Due to that concern and several more we have elected to only us paper forms.

That is why I have cameras all over the shop. Had one guy bounce a check. Wouldn’t respond back to me and once I sent him a video of his crime he showed up and paid cash. Video is king.
 
The intake form is useful not just as a checklist of what you received and what you need to do, but also as documentation of the condition of the system, etc. I believe there's at least one member here who's had legal issues where someone came back claiming to have dropped off something very different from what was actually received.

The outtake form is documentation of what you did and what items have been returned to the client (e.g. returning the old HD to them?). One of the other recent threads talked about medical office "face sheets" with the 4-6 columns of small-print procedures - you could do something similar to that for your in-process worksheet/outtake and just check off the various things you've done that you'd charge for.

As far as keeping track of forms, the simplest thing I can suggest is Microsoft's Office Lens (or OneNote), at least on Android. It'll auto-crop to the page size (best if it's on a dark background), and you can save as pictures, PDFs, to OneDrive, etc. The camera on the phone is always with you.
 
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