Customers: Service History Tab
Use the Service History tab to display and edit the customer’s posted and cashiered invoices.
- To open the service history, click Main >> Customers >> Service History.
To view or update an order:
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Click on an order in the Posted Invoices list to highlight it.
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Click View Order.
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Update the following field(s), if needed:
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Mileage In: Enter the mileage count at the time the customer brings the vehicle in.
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Note: This field determines the Service Interval Information presented when adding a Service Interval Job. This field may be populated by importing customer data or appointments.
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Mileage Out: Enter the mileage count at the time the customer picks the vehicle up.
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Written By: Select the name of the person (from your list of service writers) responsible for writing the order.
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To view or edit a JOB on an order:
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Open the order and select a job.
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Click Edit Job.
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Update the following field(s):
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Job Category: A brief descripton of the Job Category.
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Use the down arrow to select a category from the list.
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The Job Categories are set up and listed in Company Setup >> Setup tab.
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Service Schedule: A brief description of the type of service: Normal or Severe.
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The type of service is selected when the Service Interval job is created.
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Assigned Technician: Click the arrow to select the service provider from your list of technicians.
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When new jobs are added to an order that already has existing jobs with an assigned technician, this field will default to the previously assigned technician.
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Only one technician can be assigned to a job.
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To submit an order refund:
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Open the desired order.
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In the Refund box, click Order Refund.