"Remember the bad-old-days of paper contracts and photocopying a driver license for loaner car checkout? What a nightmare! Now, our checkout workflow is completely digital and everyone involved gets an email record of the completed agreement and terms of the checkout. Talk about a load off my mind..."
In an effort to streamline loaner car checkouts and make record-keeping a bit easer in case of an insurance claim, Atomic had us build a tool on top of WordPress to manage the process and connect the customer's insurance and license information to the vehicle checkout agreement.
The checkout process uses 99% off-the-shelf WordPress plugins. We developed a single custom-built plugin to tie the package together and to initiate emailing the checkout agreement to the customer.
The checkout agreement is published and emailed to the customer who presses "reply" on their smartphone and sends back acknowledgement of the checkout terms to Atomic's service address, thereby creating a permanent record of the agreement and using their huge Gmail inbox to store the contracts.
It's also worth noting that the underwriters at Atomic's insurance company were initially concerned with the nature of the checkout agreement process. After consulting with their legal department though, they accepted the process as legally binding. Huge win!
The service advisor snaps a photo of the customer's license and insurance card using one of the shop smartphones. This image is immediately available on the shop's cloud drive and can be added to the "New Checkout" form.
If Atomic needs to modify their agreement terms, they can use a native WordPress WYSIWYG editor to edit and format the language that will be emailed to the client.