A checklist is printed just to get a signature
The signed service or handover checklist has to be scanned back into the job.
The agreed record is hard to find later
ProductRetail XWorkshop X
e-Signature
Capture the customer's signature on the checklist, offer or handover record at the point it is agreed.
Keep the customer's signed confirmation with the job, offer or delivery it belongs to, so the next team can work from the agreed record.
Where customer sign-off slows the work.
A checklist or offer loses its value when the customer's confirmation sits elsewhere.
The customer accepts the offer, but the paperwork is somewhere else
The customer's agreement is captured away from the current offer and terms.
The sales team has to reconcile what was signed
The handover is finished, but nobody can find the confirmation
The customer signature is not kept with the service return or vehicle delivery checklist.
Teams cannot see what was acknowledged
WHAT IT DOES
6 things it does.
Use customer signatures where agreement is needed: on workshop checklists, sales offers, service handover and vehicle delivery. Keep each signed record with the workflow that produced it.
Sign a DSO or Vehicle Health Check checklistKeep the customer's confirmation with the completed check and its findings.
Accept an offer in the sales journeyCapture the signature against the current offer and agreed terms.
Sign the service reception or return checklistRecord the customer's acknowledgement of the vehicle condition and handover steps.
Sign the vehicle delivery checklistKeep customer confirmation with the prepared vehicle and delivery record.
Capture a signature in person or through a linkLet the customer sign in the workflow or remotely when that journey requires it.
Keep the signed record and signing details togetherStore the signed version and its time against the related job, offer or handover.
Faster sign-offCustomers sign in person or through a link, at the point agreement happens.
Less paper handlingNo printing or scanning a checklist just to capture a signature.
Clear customer confirmationThe signed record stays with the job, offer or handover it belongs to.
“Built for a signed record the team can find.”
HOW IT CONNECTS THE WORKFLOW
Put the signature where the agreement happens.
Keep the work connected from start to finish.
Digital Service Order and Vehicle Health Check provide checklists and findings. Quotes & Contracts supplies the offer. Vehicle Reception and Vehicle Handover provide the service or delivery checklist. e-Signature captures customer confirmation and returns the signed record to the same workflow.
AF-X bolts on. It does not rip out. Keep the system you run the business on. AF-X connects to it, reads from it, writes back to it, and adds the layer that was missing. Nobody has to migrate to get started.
Keep the signed confirmation connected to:
- DSO and Vehicle Health Check checklists
- Sales offers and agreed terms
- Service return and vehicle delivery checklists
