Are You Really Protected? Critical Customer Agreement Practices for Propane Businesses

Customer agreements are a significant part of your safety documentation program and propane business. From the start, they define the relationship between your company and the customer. How they are completed, documented, and stored directly impacts the efficiency of your technicians and office staff. And if your customer agreement process doesn’t meet standards recommended by legal experts, your company could be a serious risk.

Customer Agreement Processes Every Propane Company Should Have

Have customer agreements for all customers.

If you have a customer agreement for every customer you lease a tank to, that’s a great start! But did you know that legal counsel recommends propane businesses have a customer agreement in place for every customer, including customer-owned tanks? This is crucial because the customer agreement legally defines the relationship between the propane supplier and the customer. Agreements should thoroughly outline the customer arrangement and include clear terms and conditions.

Related Post: Safety Training & Meetings That Every Propane Company Needs

Use a multi-step agreement process.

It’s recommended that propane marketers use a multi-step customer agreement process to keep things clear for the customer.

For example, when a new customer calls to sign up for propane service, the customer service representative working with them should start an initial agreement. This initial agreement would collect all necessary information to complete their tank installation, review terms and conditions with the customer, and receive verbal confirmation for a customer signature.

Then, when your service team visits the customer location to complete the installation, they can update and finalize the agreement with the customer in person.

This leaves no room for credibility issues that can be caused when a customer signs an agreement before the installation is complete or changes their mind between initial sign-up and finalization.

Complete and document agreements with technology.

Paper forms are a headache for so many reasons. Mobile forms and electronic documentation are the new industry standard that legal experts recommend to increase overall efficiencies and create the highest level of protection for your company.

P3 has worked closely with legal counsel to create top-of-the-line customer agreement processes that go above and beyond to protect propane marketers, streamline internal processes, and increase overall efficiencies.

  • Multi-step customer agreements completed on mobile forms
  • Error recognition technology with automatic alerts for missing or incomplete information
  • Mobile professor provides detailed code explanation when needed
  • Detailed terms and conditions approved by legal experts
  • Professionally designed agreement sent to the customer and stored for your records

Related Post: Why Policies & Procedures Are So Important For a Propane Business

Get a Free Demo of P3 Customer Agreements

Contact us to see how intuitive the P3 customer agreement process is, and learn how you can benefit from greater protection with mobile safety documentation today.