VISION ERP – Training Guide

370-Fieldcom Delivery                                                                                                                                                              July 17, 2018

 

FieldCom

  1. Once logged into FieldCom you will start on the KPI page.

 

  1. From the KPI page, you will need to enter in your Load Sheet. 

  1. Start with the Load (Start Day)

  1. After completing the Load Sheet, you will need to go to the Today’s Requests

  1. Start the Truck Inspection

  1. After going through the Truck Inspection questions, you will need to finish the Inspection. This will require you to answer whether or not the vehicle is in satisfactory condition and submit a signature 
  2. Finishing the Truck Inspection will take you back to Today’s Request. To start a Request you will need to Start Travel and then click Onsite once you’re at the customer’s home

  1. To finish the Request click on Complete Job

  1. Once you have gone through the Complete Job process, you will return to the request. If the page does not immediately say Review Charges, do not run through Complete Job again. All you need to do is use one of the Refresh Icons to refresh the page.