How to Create and Sync a Work Order from Followup CRM to Vista

Projects in Followup CRM

  1. 1. In Followup CRM, choose to create a new Work Order.

    Click "Vista Options" and select from the dropdown

    In Followup CRM, choose to create a new Work Order.

  2. 2. Select Work Order Type

    • When prompted, choose the work order type as "Customer".

    • Click Next.

    Select Work Order Type

  3. 3. Select the Company

    • From the Company Information section, select the appropriate company.

    • Click Next.

    Select the Company

  4. 4. Verify and Load Service Sites

    • The system will:

      • Verify it's linked to an SM customer in Vista.

      • Load the associated service sites.

    • Select the appropriate Service Site from the dropdown.

    • Click Continue.

    Verify and Load Service Sites

  5. 5. Sync Happens Automatically

    Simultaneously pulls in Service Site data.

    Sync Happens Automatically

  6. 6. Sync Happens Automatically

    Connects the Work Order to the Service Site in Vista.

    Sync Happens Automatically

  7. 7. Confirm Mapped Fields Populated

    All data is pulled based on your mapped fields.

    Confirm Mapped Fields Populated

  8. 8. Validate the Sync in Vista

    Check the logs or status to confirm sync was successful.

    Validate the Sync in Vista

  9. 9. Verify the work order by searching it in Vista.

    Verify the work order by searching it in Vista.