Searching for Customers and Vehicles
You are prompted to search for a customer and vehicle whenever you
- Create a new estimate, repair order, or parts-only ticket
- Search local history
- Create an appointment
Searching for Customers
You can search only for customers in your own database.
NOTE: You can do a wildcard search by typing a * in place of any unknown numbers or letters at the beginning of any field.
To Search for Customers
Complete these steps:
- Enter the customer search criteria.
If the customer is not in R.O. Writer, the window displays "No Matches Found!"
- If the customer is in the list, double-click on it to select it.
- If the customer is not in the list, click the New Customer button and enter the information on the Edit Customer window.
Customer Search Criteria
Search by | Description |
---|---|
Name |
Enter a portion of the customer's last name in the name field. The more of the name that is entered, the smaller the search results. If the customer is a business, enter a portion of the business name. The search includes names with an apostrophe, e.g., O'Neil. To do a wildcard search enter an asterisk. searches for the sequence anywhere in the first or last name. |
Phone |
Enter the seven-digit phone number, including the dashes. R.O. Writer searches for the first two numbers entered in the customer record. If you enter a partial phone number, searches for that sequence of numbers anywhere in the phone number, not just at the beginning.
|
Zip |
Enter the zip code of the customer. If this is the only criteria entered, the list contains all the customers in that zip code. |
Member ID |
Enter the member ID of the customer. You can search by Member ID only when Use Member ID is turned on in Configuration. |
Central Service Lookup
If you have Central Service, you can click the Central Service Lookup button to search for the customer in all databases you have access to.
Searching for Vehicles
You are prompted to search for vehicles after selecting a customer for a ticket.
NOTE: You can do a wildcard search by typing a * in place of any unknown numbers or letters at the beginning of any field.
To Search for Vehicles
Complete these steps:
- Enter the vehicle search criteria and click the Search button.
- The Vehicle List appears displaying the matching vehicles and the customers associated with each one.
- If the vehicle is in the list, double-click on it to open the vehicle record.
- If the vehicle is not in the list, click the New Vehicle button to add it.
Vehicle Search Criteria
Search by | Description |
---|---|
License* |
Enter a full or partial license number first and then select the customer. It is highly unlikely that two vehicles in the same state have the same license number. |
Enter a full or partial vehicle identification number. |
|
Fleet/Unit No |
Enter a full or partial fleet or unit number. This number is entered in the Fleet Wizard or when editing vehicle information. |
Year, Make, and Model |
Select the year, make, and/or model. |
*Remember that it is possible to name the license field and the VIN field something else in Vehicle Field Names.