We are getting many questions in regards to users making their business paperless. It is a topic that cannot be considered lightly when considering the legal implications associated with an insurance claim. Smallbiz has the option built in to be paperless however we recommend seeking your own advice as to how it could potentially impact your business.

Storing Documents

For documents that have been filled out using pen & paper, Smallbiz has a documents area where these documents can be scanned and stored. They can then be viewed or printed at a later date.

Paperless Forms

Smallbiz can also use specifically created PDF Forms documents that can be filled out via a tablet / IPad/ touch screen computer. This can be enabled for businesses wanting documents filled out without using paper or a pen where a client has signed their name on a screen. The document would then be stored in Smallbiz where it can be viewed or printed at a later date.

If it is for an existing client Smallbiz will pre-fill the document with their details. If the client changes details (eg address, phone, email etc) these will be uploaded into the salon database automatically.

If it is a new client, when saved, a client card will be automatically created with their details ..A real time saver.

Forms can be filled out and signed via a tablet/ IPad or touch screen computer.

You can view the forms that have been filled out, at any time from within the smallbiz program. You can even “flatten” the forms after completion, so no one can alter them. In fact there is an option to automatically flatten forms once they have been signed!

You can create as many forms as you require, for many situations.. They can be personalised and branded for your salon.

For more information please call support on 1300 130 294.

Here is an example