SERVICE JOBS - APPROVAL FROM CUSTOMER USING VERBAL / PRINTED OR DIGITAL SIGNATURE


Blackpurl now offers the ability for Customers to approve Service Jobs verbally / printing out the job worksheet or by digital signature.

  1. Navigate to the Service Job that you need your customer's approval on
  2. From the Job Actions section > click on User-added image
User-added image



  1. The Service Worksheet will load on another tab for you to seek the Customer's approval


  1. Scroll to the bottom section of the Service Worksheet page to see the Customer Approval section


User-added image
To Select method of approval, click on the User-added imageto list the approval types.


User-added image
The method of approval include:

Verbal
  • If you select verbal, Blackpurl will record the date and time and method of approval "Verbal" in the Customer Approval section of the Service Job.
User-added image
Print
  • If you select print, Blackpurl will load the Service Worksheet ready for printing.
  • Once printed you would get the customer to manually sign the approval.
  • Blackpurl will then record the date and time and method of approval "Print" in the Customer Approval section of the Service Job. 
User-added image
  • The dealership will need to retain the signed off Service Worksheet.
Sign
  • If you select Sign, Blackpurl will load the signing area for the customer to sign directly onto the table or smart phone.  The customer can also sign using a mouse.  
User-added image
  • Once you have saved their signed approval, Blackpurl will then record the date and time and method of approval "Sign" in the Customer Approval section of the Service Job.

User-added image
  1. Once the Select method of approval  has been selected and completed > click User-added image to record it in Blackpurl.