Hello all,
One of the only things we’re struggling with in our goal of becoming fully paperless this year is our chemical/pesticide leave-behinds. In our state, we need to provide a report within 24 hours (don’t quote me on that, I just know it is pretty dang close to ASAP) to the client with various information including name of applicator, date, certification number, chemical(s) used, MSDS number, concentration, time of application, et al. In the past, we had a small pad with carbon copies which we would leave the carbon behind after the crew or applicator was done performing the work.
We would like to move away from paper as much as possible, and we have also noticed that clients either don’t want or don’t care about the carbon that we leave behind.
If anybody is in a similar boat as us, what kind of solutions have you tried within Aspire to solve this? The chemical usage report is nice but it is not an automated process and requires steps after printing the pdfs to get them to the client. The email/sms notification system doesn’t seem to have access to the information regarding material use on the ticket to pull in as tokens. Using invoicing is out of the question as we invoice monthly and not only that is not timely enough in a lot of situations (think a spray crew treating an area ahead of a large renovation job on the same ticket as the main work to be performed), we would really prefer not to clutter our invoices with that much detail. We thought about using issues and the customer portal but it’s unclear if that’s a legal way to notify in our state (we got positive confirmation that email notification is ok if client opts in).
Any thoughts would be helpful!