Technician Quick Reference Guide: Master Forms
Master Forms provide technicians with paperless forms and documentation tools directly within the system.
These forms can be used for:
Checkout documents
Parts requisitions
Checklists
Customer Standard Operating Procedures (SOP)
Accessing Master Forms
Open Menu.
Select Master Forms. Default Setting
Sort forms by selecting one of the following filters:
All
Required
Check Out (Documents)
Types of Master Forms
Checkout Forms
These are used when completing and submitting a work order.
Two types are available:
Work Order with Pricing (used for COD customers)
Work Order without Pricing (used for Non-COD customers)
Non-Checkout Forms
These forms become attachments in Vision and are used for documentation such as:
Parts Requisition
Checklists
Customer SOPs
Example: Creating a Parts Requisition Form
Open Master Forms.
Select the Parts Requisition Form.
Turn on Today's Data.
Select New next to the form.
The system will auto-populate:
Customer information
Work order number
Technician name
Enter the parts needed.
Some forms give you the option to sign. (Customer Signature)
Select Save in the top-right corner.
The form will now be saved as a Saved Attachment.
Submitting a Parts Request
During the Checkout and Submit process:
When prompted with the Post Question:
“Will PARTS need to be ordered for this call?” → Select Yes
For “Work Order Completed?” → Select No
This will:
Attach the Parts Requisition Form to the Vision Work Order
Send the job to the Parts Needed Queue for processing by the Parts Department
Requesting New Forms
If you need new forms created and added to Master Forms:
Open a support ticket.
Upload the file you want converted into a form. (Real PDF is preferred)
Submit the request for approval and upload.
✅ Tip: Always use Today's Data when creating forms so customer and work order information auto-populates correctly.
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