Winterization in Syncta

How to find winterization customers and schedule them for service

Angela avatar
Written by Angela
Updated over a week ago

Overview

The Winterization option in Syncta allows you to keep track of the assemblies on which you will perform a winterization service. There are four steps in this process. Click on the applicable link to go to the related section below:


Select Winterization on Customer Page

1. On each Customer page, check the Winterization box to indicate that you will perform a winterization service for this customer.

2. Go to the next section to continue.


View Winterization Customers

You can use the Search page to see winterization customers or their associated service locations and assemblies. You can also use the Winterization Customers report to view all winterization customers. Click on the link to go to the related section below:


1. Click the magnifying glass at the top of any page.

2. On the Search page, do the following:

  • Results Type: Select Customers from the dropdown list.

  • Winterized: Select Winterizing customers only from the dropdown list.

  • Select other filters as desired.

NOTE: Purveyors will see additional options on the Search page.

3. Click Refresh to view the results.

The list of winterized customers appears in the results below.

4. You can then schedule tests for these customers so you can perform a winterization service. Go to Schedule Tests for Winterization Customers below to continue.


View the Winterization Customers Report

1. Select Reports from the navigation menu.

2. On the Reports page, scroll down to the Customers section and then click Winterization Customers.

NOTE: You can also save this report as an Excel or .CSV file. Simply click the icon to next to the report to open and save it.

The Winterization Customers report shows a list of the related customer names, along with their phone and address information, as well as how many assemblies are associated with each customer.

3. You can then schedule tests for these customers so you can perform a winterization service. Go to the next section to continue.


Schedule Tests for Winterization Customers

Due to limitations in Syncta, you must schedule tests for a customer's assembly if you want to add them to a route, even if you're not planning to test the assembly. There is no way to schedule work outside of creating a test.

1. To schedule tests for winterization customers from the Search page, do the following:

  • Results Type: Select Assemblies from the dropdown list.

  • Winterized: Select Winterizing customers only from the dropdown list.

  • Select other filters as desired.

2. Click Refresh to view the results.

3. Do one of the following to select the assemblies that you want to schedule:

  • To select individual assemblies, check the box next to each assembly.
    ​

  • To select all assemblies on this page, check the box next to the Results column at the top of the results area.

  • To select all assemblies on all pages, check Select Assemblies From All Pages at the bottom of the page.
    ​

4. Click Schedule Tests For Selected Assemblies.

5. On the Schedule Tests page, fill in the information as you normally would, and then click Schedule Tests.

NOTE: See our article about scheduling tests to learn more.

6. Now that you have scheduled these tests, you can add them to routes as desired. See our article about adding tests to a route to learn more.

7. Go to the next section below to continue.


Handle Winterization Tests

There are two different ways that you can handle winterization tests in Syncta. Click the link to go to the related section below:


Delete Test After Winterization

1. Open the Customer page related to the test you want to delete.

2. Scroll to the Tests section, and then find the test you want to delete in the In Progress section.

3. Click the trash can icon to delete this test.

4. When the confirmation popup appears, click OK to continue.

A confirmation message verifying that the test was deleted appears at the top of the page.


Complete Test Without Submitting It to the Purveyor (Testing Companies Only)

1. On the Perform Test page, do the following:

  • Add an Internal Comment that the winterization service is complete.

  • Check the Bypass Validation box in order to complete the test without adding results.

  • Click Complete Test.

2. Find the completed test on the Review Completed Tests page, and then click Approve.

3. On the Submit Tests to Water Purveyor page, find the water purveyor related to the test you want to delete.

4. Click the arrow on the right side of the Tests to be submitted section to expand it.

5. Find the approved test for the applicable water purveyor, and then click Don't Submit next to it to ensure that this test isn't submitted to the purveyor.

NOTE: If you have more than one test, check the box next to each test you don't want to submit, and then click Don't Submit Selected Tests at the bottom of the page.

6. When the confirmation popup appears, click OK to continue.

A confirmation message verifying that the test was deleted appears at the top of the page.

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