Jump to content

Reports: email and US mail?


Recommended Posts

I started out just less than a year ago, and I use to print them up, and use a pretty little binder, and a couple times even Fed-Ex them. But now I just shoot to them the report electronically. Usually the clients are a married couple and and have multiple addresses, so I'll send a copy to each e-mail address, and then they could forward it to their agent or whoever they want.

There have been a couple of occasions where the client is moving or doesn't have internet access, for one reason or another, then I send them a hard copy, or even deliver it in person.

Link to comment
Share on other sites

I did the paper reports when I had time. Then switched to e-mail pdf's but it clogged up some e-mail systems. So switched to uploading PDF's to my website. Bit of a pain but it worked. Now I upload to HomeGauge and send them a e-mail with the link. No glitches no more.

I now have a tablet PC with my Inspection Agreement in Word. I have them sign it right on the screen and print to pdf and attach it to the HomeGauge report upload.

Of course, I still occassionally get the older couple who don't even want to touch a computer.

Hey, boy. Don't you have a piece of paper I can sign. E-mail the report? Why in tarnation can't you just bring it to me. I don't fool with them dang computer thangs. Give me some paper, boy. Ya hear me? Give me some paper!

Anyway, sure cut down on my overhead for ink and paper and binder.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

 Share

×
×
  • Create New...