Digital Flat Rate
Overview
Shafer's Digital Flat Rate Program provides an appealing alternative to the printed flat rate book. Integrated with Shafer's Mobile Office Program, digital flat rate allows technician to input all of the information relating to the service call and present it to the customer using a small handheld computer. The program allows the technician to complete a Jobsite Evaluation survey and determine all repairs that are needed or suggested. Flat Rate Scenarios are then added to the screen and the customer may either accept or refuse them during the Customer Presentation. Although hundreds of scenarios are available, many times additional parts are needed or some not needed at all. For this reason, any chosen scenario may be edited to precisely match the situation for which the technician has been called. Once the customer accepts and the work is complete, the customer has the ability to sign right on the computer screen, creating a Digital Signature that will print on the invoice. Credit cards may be scanned on-site with a Credit Card Scanner and a Professional Invoice, complete with your company logo, may be given to the customer right then.And, when it's all said and done, all of the information collected is then transferred wirelessly to the back office. All of these features combined make Shafer's Digital Flat Rate System a great solution for automating your service calls.
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· Job Evaluation
| · Quick Documentation of Needs |
· Pre-defined Scenarios |
| · Customizable Scenarios |
· Easily Add/Edit Any Scenario |
Using Shafer's Digital Flat Rate and Mobile Office Programs make documenting the customer’s service repair requirements simple. Choose from a multitude of pre-programmed, pre-defined flat rate scenarios.
Technicians can evaluate the customer's equipment for the immediate service problem and provide the customer with a full survey, listing all items that are needed for the job.
Including the customer in this process eliminates the hassle of re-doing an invoice should they decline any of the repairs needed.
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· Selecting Job Scenarios
| · Unlimited Information |
· Simple or Descriptive |
· Parts Listed |
| · Scenarios Adjustable |
· Warranty Parts Handled |
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Unlike the Shafer's Flat Rate Book, once the job scenario is displayed the technician is given a nearly unlimited amount of information.
For example, the description can be simple or as descriptive as needed.
It is here that our digital flat rate really excels. Not only are the parts listed to help the technician evaluate and properly match up the job, the technician can easily add or remove parts from the list. Shafer's Digital Flat Rate will make all adjustments to the scenario, and even do the math for the technician. Warranty parts are also handled automatically.
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· Customer Presentation
| · Description of Repairs |
· Customer Interaction |
· Sell Maintenance Agreements |
The technician can show the customer a detailed description of all recommended repairs along with pricing. YOu can easily view the details of each scenario and delete them if necessary. And, when the customer can be shown right on the screen how much would be saved if they chose to purchase a maintenance agreement, your technicians then become salesmen, potentially increasing your company's revenue while decreasing the peaks and valleys of work flow.
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· Capture Customer's Signature
| · Custom Agreement Messages |
· Payment Type Selection |
· Onscreen Signature |
With Shafer's Digital Flat Rate your technicians can capture the customer's signature while still out in the field. The whole process helps eliminate the hassles of customer/technician miscommunication by providing an up front understanding of the details of the job. Have any disclaimers or other messages you need the customer to see? Place them right on the customer signature screen, ensuring they're not missed. Create different messages to fit any scenario.
Shafer's also provides convenient payment methodology, and with our powerful wireless technology, even a check
can be processed and authorized wirelessly (Telecheck option sold separately).
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· Credit Card Scanner
| · Scan Credit Card in Field |
· Immediate Billing |
· Remote Bank Authorization |
When a credit card is used it can be scanned in customers presence, and wirelessly approved within minutes by your bank.
With Shafer's wireless technology, you can receive funds for the completed job within minutes.
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· Print Invoices with Logo
| · No Messy Hand Written Invoices |
· Invoices Wirelessly Sent to Back Office |
| · Print Professional Looking Invoices Right in the Field |
No longer give your customers a hard-to-read, handwritten invoice or work order that barely describes the work completed or all of the parts used on the job. Instead, they are presented with a professional 8 ½ x 11 document which may include your logo. This great feature enables your technicians to present the customer at the time of service, rather than weeks later. Plus, with Mobile Office, once the invoice has been completed it is sent wirelessly back to the office within minutes: no data entry is needed.
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