Local History

To search local history, click the down arrow q to the right of the History button in the main toolbar and select Local History.

The dropdown menu that appears when the history icon is clicked.

This opens the standard search window for Searching for Customers and Vehicles. For searches in History, the search window includes the Other section that lets you search by repair order, estimate, or inspection number.

The Other section of the search window.

NOTE: The inspection number is entered on the Other Information tab of tickets.

Search for and select the customer and the vehicle and the customer's history for that vehicle opens.

The Repair Order tab opens.

The Repair Order tab of the History Summary.

You can select which tab displays first in the Configuration module (Configuration menu > see Configuration menu > Repair Order > R.O. Options > Start History Showing).

NOTE: You can also open customer history from an open ticket, click the History button The local history button in the ticket toolbar. in the ticket's toolbar. The history for the customer and vehicle in the ticket opens.

History Summary Toolbar

The History Summary The toolbar on the history window contains several options for working with history information.

The History Summary toolbar.

The following table describes each toolbar button.
Toolbar Button Click to:
The dropdown list from the Print History button expanded.

Run a Customer History Report for this customer and vehicle.

  • Invoices are closed repair orders.
  • Estimates are saved estimates.

The Print button in the History summary toolbar.

Reprint one estimate or repair order.

The Services button in the toolbar.

Display the current service recommendations for the selected vehicle.

The Lookup button in the toolbar.

Search for customer history at other stores in your system. The button appears only if you are signed up for Central Service.

Sections of the Repair Order Tab

The Repair Order tab displays the list of repair orders and estimates for this customer and vehicle.

The Repair Order tab.

Edit Customer

This is the customer section. Click the link to open the Edit Customer window.

Edit Vehicle

This is the vehicle section. Click the link to open the Edit Vehicle window.

History Summary

This section displays the customer and vehicle information:

Saved estimates are not included in the calculation in the History Summary.

A.R. Account Button

When a customer has an open Accounts Receivable account, this button will be visible. Click the AR Account button to see information about this customer's account.

The AR Balance window opened from the AR Account button in the customer section.

Display Repair Order Button

Click this button to open the selected repair order.

List of Items

The table displays the following for each repair order and estimate:

To open a repair order or estimate in the list, double-click it.

Opening Repair Orders from the Search Results

To open a repair order, you can

The repair order appears as it did when it was active except that most of the fields on the tab windows are inactive.

Calculations Tab in History

Reference Tab in History

If you captured and saved an electronic signature when finalizing a repair order, an image of the captured signature is stored on the Reference tab. This image is visible and available only when the repair order is opened for review in History.

When you open a repair order with a captured electronic signature from History, the Signature button on the Reference tab is active. Click the Signature button to see the image of the captured signature.

If you print the repair order from history, the captured signature prints as well.

Changing the Status

You can change the status of a closed repair order to Open or Voided the Other Information tab.

You can reopen an estimate by changing the status of a saved estimate to Open; it is moved from History to the Estimates in Progress Window.

Labor History Tab

This tab displays all labor performed on the selected vehicle. Each labor operation appears in its own row.

The Labor History Tab.

To Open a Labor Operation

Complete these steps:

  1. Double-click on the labor operation in the list.
  2. The repair order where the labor occurred opens.
  3. Double-click on the labor operation on the repair order.
  4. The Labor History window opens displaying the labor operation the way it appeared on the repair order.

    The History Summary, repair order, and Labor History windows with numbers 1, 2, and 3 over the steps described above.

NOTE: Only the Technician, Pay Date, and Cost can be modified on the Labor History screen. You cannot edit the Description. When you edit the Technician, the pricing recalculates accordingly.

Parts History Tab

The Parts History tab displays all parts used on the selected vehicle: the date, the repair order number, the mileage, part number, part description, quantity, sell price, parts fees, FET fees, and core charges.

The Parts History Tab.

To Open a Part

You can open a part the following ways:

The only information you can change is the assigned Technician. When you edit the Technician, the pricing recalculates accordingly.

The Part History tab.

TIP: This is a great way to retrieve vendor invoice numbers for parts, which may be useful for warranties.