How To Go Mobile

Quick Setup Guide

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.