by GMFXDOPSMGR » Mon Nov 06, 2006 8:20 am
We are "hybrid". We print a hard copy for the techs. All signatures, comments, estimates, authorization appear on the hard copy or attached estimate sheets. All sublets are attached to the hard copy. When the customer picks up, a copy of the invoice is printed for them. An accounting copy is also printed for warranty. This has the customer signature also. We then "scan" all doucments, then downloaded to a disc daily. We have no filing at all. GM accepts the reproduced documents without question. They are exact duplicates of the originals. Everything is scanned, customer, internal, warranty. We even scan the warranty submission slip so we have the same documentation as the original. We are on Reynolds ERALink DMS system. All documents can be pulled up in seconds, printed for whoever needs them. Just had a mini audit from our rep, got every thing he requested as he waited.