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:
User-added image
  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.