Service History
Service History is a searchable history of all your posted and voided invoices and counter sales.
To access posted invoices and counter sales in Service History:
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In the Search By drop-list, select Order Number, Customer Name, License, Vehicle, or VIN.
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Enter letters or numbers in the Search By text box.
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Result: The list updates with the first matching entry selected.
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In the Filter By drop-list, select Posted, Voided, or Show All.
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Result: The list updates with only those items that match the Filter By selection.
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Select an order.
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Click View to open the order and view it in detail. You can update the following fields:
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Mileage In - Type the mileage of the vehicle, when the customer brought it in, in this field.
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Note: This field determines the Service Interval information presented when adding a Service Interval Job and this field may be populated by importing customer data or appointments.
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Mileage Out - Type the mileage of the vehicle, when the customer picks it up, in this field.
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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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On the invoice window, click Edit Job.
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Result: The Edit Job window displays.
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The following fields can be updated:
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Job Category - A brief description of the job category. Use the down arrow to select a category from the list.
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The Setup tab of the Company Setup window lists the Job Categories and allows you to configure the Job Categories.
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Service Schedule - The brief description of the type of service:
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Normal or Severe that is selected when the Service Interval Job is created.
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Technician - Click the arrow to select the service provider from your list of technicians.
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This field defaults when jobs are added to an order that has existing jobs with assigned technicians.
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Only one technician can be assigned to a job.
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