VISION ERP – Training Guide

313-Set installation date                                                                                                                                         April 7, 2020

 

Set Installation Date

Once SO has been approved by GM, deposits on the SO processed, CSR will need to contact customer to set the Installation date.

  1. Make sure that equipment being installed is in stock.
  2. Look at Vscheduler to see Tech availability. Have a couple of time slots available. Note: You may want to create a request so that you can see in the map in Vscheduler where the property is located and have a better idea which tech is going to be in that area and when.
  3. Call customer and set the appointment.
  4. Create an Installation request.  If you already had created the request just go to Update Vscheduler and enter the correct date.
  5. Update Vscheduler and assign Tech

 

Important: Remember to mark the installation request as Non-Billable (if applicable), and check that the Charges tab also have the Billable box unchecked.