Kodak Scanning and Bar Code Labels - Digitizing customer folders
Customer folders are always at your fingertips when using MetricWise digital document scanning.
Just as great windows protect us from the elements and improve energy efficiency, there is now a solution to help your Window World store control the challenges associated with paperwork. With digital document management, you can control the paperwork and increase your efficiency.
Your customer folders contain all the details about your jobs: everything from contracts, lead sheets, work orders, measure sheets, confirmations, surveys, completion certificates, and services. The drawbacks of this paper-based workflow are many, including lack of document sharing, time wasted searching for paperwork and lost or damaged documents to name just a few.
MetricWise, Triangle Solutions Technology (TST), and Kodak have teamed up to offer Window World stores a comprehensive document management solution. Here’s how it works. When the Kodak scanner and Kodak Capture Pro Software package is purchased, MetricWise allows for customer folder documents to be scanned and uploaded on site at your store and digitally stored on your MetricWise server.
When you are ready to scan a customer folder, simply select the contract in MetricWise, print a sheet of bar code labels; affix the correct label to the associated document (i.e.: survey, measure sheet, paper contract, completion certificates), drop the documents into the scanner and press the Play button. Review the scans and if acceptable, click the Checkered Flag icon to upload the images to MetricWise.
MetricWise provides the interface to the Kodak scanner and its Capture Pro software. At scan time, Capture Pro reads the barcode along with the document image. The documents are automatically uploaded to your MetricWise server. All scanned documents can be accessed from the Documents section of an individual contract or from the Documents module in MetricWise.
It takes only a few seconds to scan documents, automatically name the electronic files, upload them to your MetricWise server and link the documents to the parent contract. From there, the PDF documents are available anytime, anywhere to any MetricWise user with contract and document access.
When the hardware and software bundle is purchased, Triangle Solutions Technology provides the Kodak Scanner and Software and Service to your Window World location. TST processes the order, ensures delivery, provides training, setup and handles ongoing scanner technical support for all Window World locations.
Contact MetricWise Support for more information on this optional feature.
Watch this video for more details.