This tool will help your distributor be there first to make the sale. Some suppliers ask for monthly recaps of activities and goals for their products. Again this is an excellent place to record that information. This information can be reported in a variety of formats at any time. It is also helpful to enter notes on draft system problems and repairs as they occur for future reference.
Fields exist for the date, technician's name, and notes.
It is helpful to record what work was done, who did it, when it was done, and what solutions worked best. This may also help to establish patterns of problems, or anticipate what the problem might be when an account calls. At any time a report can be displayed or printed showing all of these notes in chronological order. This can be helpful to someone unfamiliar with the account who is required to fix it, or to suggest possible solutions over the phone based on historic problems. This report may also be given to the account to chronicle the work you have done.