How To Go Mobile

Quick Setup Guide

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6 Simple Steps!

Quick Items To Note

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.