VISION ERP – Training Guide

370-Fieldcom Service                                                                                                                                                  July 17, 2018

 

FieldCom

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

 

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

  1. In order to start to work on the Request, you will need to go the Truck Inspection

  1. After answering the Inspection questionnaire, you will need to confirm whether or not the truck is in satisfactory condition. You will need to click the Submit button upon entering you signature

  1. After completing the Truck Inspection you will be returned to Today’s Request. To work on the Request you will need to Start Travel and then Click Onsite. You can click on the Request number if you need to see more information about the request before clicking Onsite.

  1. To add the parts you are using on your Request, you will need to click Add Parts

  1. If necessary, you can Remove parts completely from the Request or simply Edit the quantity

  1. After all of the parts you have used and confirming the quantities, click Complete Job

 

  1. After going through the Complete Job process, you will be returned back to the Request. If you do not immediately see the Review Charges option DO NOT click on Complete Job a second time. Instead just click on one of the refresh buttons.