Best Practices For a Mobile Process:
Determine the work flow that fits your process. Create a plan.
• Who greets the customer?
• Who is handling the mobile write-up?
• Where does the agreement write-up take place?
• Who is processing returns and where?
Stick with your plan. If you are not currently using a mobile process, change can be difficult. Stay committed to your process. Remember to ask customers for feedback about their experience.
Hardware Requirements:
Make sure to have the following items before you get started:
• An Apple device that supports iOS 11 or newer.
• A high speed, dependable internet connection.
• Please use a 4G enabled device if no WiFi is available.
• Forms with signature capture.