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Field Service Forms

Forms tied to a Work Order in a techs app attach to Vista when a trip is completed. Sometimes our techs complete additional forms after the trip has been completed. The only way the form will be pushed to Vista > Work Order is if the trip is completed again. We need all attachments to be pushed to Vista regardless of when they completed their trips. It would be great to base this off the companies portal setting of Number of days to show completed trips on the dashboard.



  • Doreen Arreygue
  • Sep 26 2022
Company Penhall Company
Job Title / Role Corporate Trainer
I need it... Yesterday...Come on already
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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