A System Change Waiver Form is required for any job completed on finance through TradeHelp that involves a system change. It can also be completed for any job where you wish to obtain signed proof from the customer that they understand the risks involved in pressurising a system. This provides an extra layer of protection and may prove useful against any customer complaints or issues in the future.
A System Change Waiver Form can only be created against a quote saved in the TradeHelp software. The software provides the ability for the customer to sign the form electronically on your mobile device.
*Please note
Forms and certificates are created and sent from the Toolbox section of the TradeHelp app. Once created they can be viewed, downloaded or printed from TradeHelp Office for desktop if required.
TradeHelp App for mobile
- Select Toolbox from the main menu
- Go to Heating Forms and select System Change Waiver Form
- Scroll to find the customer and quote to which the waiver form will be linked. Use the search bar at the top to search by name
- Select the Details arrow and check the information, then Save
- Select Sign and ask the customer to read the information provided
- If they are happy, select Press to sign for the customer to provide their signature on the screen.
- Select Save, then Submit
- Select View to view a pdf copy of the document
- Select Email to email the document to your customer. Ensure the address is correct and press Send
- If the form is required by TradeHelp for the completion of a finance job, please also select Send to TradeHelp