VISION ERP – Training Guide

233- Water Test                                                                                                                                                            Mar  26, 2020

 

Water Test

The Initial Water Test is usually done by the salesperson on their first visit to the customer.  However, it should also be done on the field by the tech on the field at time of install and/or service call.

 Type on the Global search “New Water Test”. (A salesperson may want to save this on the shortcuts).

  1. Fill out form.  Note: As we are going paperless, installer will not have any other information but what is in this report. Make sure to complete it as much as possible.

 

  1. Save
  2. Open the Customer SO and attach this form to the SO.   

 

FieldCom – In the field both tech and drivers can enter a Water Test result on the customer request.

  1. Open request and click on the Customer Name

  1. A page with the customer information such as Customer Assets and Contracts, Request History will open.  Scroll down and Water Test icon will show.

  1. Open it and see previous reports.