Seems odd today to limit yourself to WiFi if your income is at stake.
Bob
I work for a company that employs agents to call on clients to obtain signatures on documents. At the moment (I'm no tech expert so be kind) the agent logs into our website and accepts the jobs they want to do.
When they accept the job the client's paperwork is immediately visible to them on the website. The agent doesn't download the document or anything like that. The document is almost part of the website (each document is slightly different).
They call on the client; explain the paperwork and the client signs 7 separate pages on the website via the screen on the tablet.
It all sounds very simple. But it is not. The agents are dependent on Wi-Fi and if there is no Wi-Fi the pages won't load so we cannot get the pages signed. 8 out of 10 times we are fine but the other 2 times is a complete nightmare and we are losing clients and some agents due to the stress of it all.
I believe our IT Guys have complicated the system and it is slightly self-indulgent. I ask them for help but they believe everyone (some of our reps are semi-retired) should have the same knowledge as them.
If a rep calls on a client and there is a problem they don't get paid which I believe is really unfair but this doesn't seem to bother the IT guys but it bothers me.
Each rep gets paid per home visit but I thought about letting them print off a blank hard copy which in practice sounds good. But when you take into account that they will be printing off 27 pages and then rescanning them all and uploading them all to email back to the office it's not worth the money. I'm the national manager for all the agents and I wouldn't do it.
I just wish (but I've been told it cannot be done) that there was a way that when an agent accepts the job that they could somehow save this document to their tablet (some have IPads and other have Samsung's + others) and if they were unable to get on the internet whilst being in the clients house they could simply open the document scroll up and get the client to sign the screen and once complete save it and then upload (once they have Wi-Fi again) to the website and email it back.
Obviously I need to know if can it be done? I would need a FREE program are solution and something that is quite simple. I have seen some programs (but they cost money) that seem really complicated.
I really want to help these agents and get one up on the IT guys who don't seem too keen to help.
Thank you in advance.
Vincent

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