Blackpurl

Blackpurl now offers the ability for Customers to approve Service Jobs verbally / printing out the job worksheet or by digital signature - this article will walk you through how this is done

How to get your Customers to approve a Service Job - verbally / printed or digitally

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

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

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

To Select method of approval, click on the to list the approval types

• 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

• 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
   

• The dealership will need to retain the signed off Service Worksheet.

• 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

• 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

5. Once the Select method of approval  has been selected and completed > click to record it in Blackpurl

Tip:
To ensure that the pop up screens pop up, make sure that you have your pop up blocked not turned on

Remember that Ipads / MACs can also have pop up blockers in play