History
Customer history is the archive for all completed repair orders and saved estimates. When a repair order is finalized or an estimate is saved, those repair orders and estimates are stored in History.
Click the following links for the other menu entries:
Customer and Vehicle History
When looking at customer and vehicle history, keep the following in mind:
It is important to understand the relationship between customers, vehicles, repair orders, and parts and labor.
- A customer can have no vehicles but a vehicle must always be assigned to a customer.
- Vehicles can be transferred from one customer to another.
- Estimates and repair orders are assigned to a specific vehicle when first created and always belongs to that vehicle.
- History is tied to the vehicle first, customer second. If a customer's vehicle is deleted, the repair history of that vehicle is deleted with it even if the customer remains in R.O. Writer.
- It is important to retain the same vehicle information such as VIN (vehicle identification number), make, model, model, and year. Change this information only to make corrections.
- If a customer no longer has the vehicle assigned to them in R.O. Writer, keep the old vehicle and add the new one. Do NOT change the existing vehicle information.
- If you do change the vehicle, all vehicle history becomes incorrect on reports. This includes such vehicle statistics and repair information.
The topics in this section include (each link opens a new topic):