Reprint History

You can reprint history in the following ways:

• Reprint history for all repair orders, estimates, or both within a date range.
• Reprint one repair order or estimate for a customer.

Reprinting All History

When reprinting all tickets in History, keep in mind the following:

• When printing in batch, you cannot change the date on the printed form.
• Estimates print the date they were created and repair orders print the closed date. The created date is used for estimates because they cannot be closed.

To Reprint All

Complete these steps:

1. In the main toolbar, click the down arrow q on the History button and select Reprint History.

2. The Reprint History window enables you to batch print all repair orders and estimates between a certain date range.

3. When you click the Print button, you can choose to print to the screen or the printer on the Printing window.

NOTE: The Date to Print field is ignored. Estimates print the created date and repair orders print the closed date.

4. All repair orders, estimates, or both that were printed within the date range start printing one after the other.
   • If printed to the screen, a print preview window opens for each one.
   • If printed to a printer, each item prints to the default or selected printer.

5. While the documents are printing, the Reprint History window shows the progress:

6. When all items have finished printing, a prompt appears on the window to let you know the print job is complete.

NOTE: R.O. Writer applies the form type currently selected for repair orders and estimates in Configuration, NOT the form type that was selected when the repair order or estimate was originally printed.

Reprinting One Estimate or Repair Order

When reprinting individual estimates or repair orders, you can change the date on the printed form.

To Reprint One Ticket

Complete these steps:

1. Open the customer history for a vehicle. You can

   • Click the down arrow q to the right of the History toolbar button on the main window and select Local History.
     
     Search for and select the customer and the vehicle and the customer's history for that vehicle opens.

   • Click the History toolbar button on an open ticket window. The customer's history for the vehicle in the ticket opens.
2. Select an item in the list at the bottom of the window and click this button.
   You can select multiple repair orders by pressing and holding the CTRL and/or SHIFT keys while selecting items.
3. Click the Print button in the History Summary toolbar.

4. The Printing window opens.

   

5. The date in the Date to Print field shows the default date:
   • For estimates, the default date is the date the estimate was created.
   • For repair orders, the default date is the date the repair order was closed.
6. You can type in a new date and that date appears in the Date field on the printed form.
7. The selected estimate or repair order prints.

Running a Customer History Report

The Customer History Report compiles all the closed repair orders (called "invoices") or estimates into one report. Each Customer History Report contains the invoices or estimates for one vehicle.

• You cannot run one report that includes both invoices and estimates; you must choose run a separate report for each.
• If the customer has more than one vehicle, you need to run a separate report for that vehicle.

Step 1 - Access the Customer's History

You can access History:

• On the main toolbar by clicking the down arrow q to the right of the History toolbar button and select Local History. Then, you need to search for and select the customer and vehicle.
• On an open ticket window by clicking the History toolbar button . The customer's history for the vehicle in the ticket opens.

Step 2 - Run Print History

Complete these steps:

1. When the customer's history for the vehicle is open, click the Print History button.

   

2. Select Invoices (closed repair orders) or Estimates (all estimates). A prompt appears asking if you want to print invoices or estimates for all vehicles that belong to this customer.
   • Click Yes to print the history for all vehicles.
   • Click No to print the history for only the selected vehicle.
3. Select the date range to print.

4. Click OK. The Printing window appears.

   You cannot select a Date to Print on this window because it is a report. The date is today's date.

5. The Customer History Report prints.

Customer History Report

The top of the Customer History Report shows a summary of the customer's history.

• The Report Printed On date is today's date.
• The date range is the one selected for the report. The entire customer history prints only if the date range you selected matches the entire customer history.
• The customer and vehicle information appears as entered.
• The parts, labor, and other costs listed are totals for the entire report.
• The mileage calculations are for the date range selected for the report.

Ticket Sections

There is a section for ticket that includes:

• The date:
  • For quotes and estimates, the default date is the date it was created.
  • For repair orders, the default date is the date the repair order was finalized.
• Repair order or estimate number.
• Mileage of the vehicle.
• Parts that were required, including number, description, and quantity.
• Labor operations that were performed, including the operation number.
• Technician code for the technician who completed the work.

Customer History Report Sample