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.
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.
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.
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 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.
Toolbar Button | Click to: |
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Run a Customer History Report for this customer and vehicle.
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Display the current service recommendations for the selected vehicle. |
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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.
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:
- A summary of the total repair costs for the vehicle
- The highest and lowest mileage
- Total miles driven
- Repair cost per mile
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.
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:
- Date Opened
- Date Closed
- Repair Order or Estimate number
- Mileage
- Amount
- Status
- If the item is a repair order, the status displays.
- If the item is a saved estimate, "ESTIMATE" displays.
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
- Double-click on its row in the list.
- Select it in the list and click the Display Repair Order button.
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
- The Calculations Tab displays the payment information, including any taxes, fees, or discounts that were applied when the repair order was finalized.
- Click the Profit Button on this window to see how much gross profit was made on the selected repair order. This does not include any supply charges or sales taxes.
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Click the AR Payments for This Invoice button to see a list of payments made to Accounts Receivableon this invoice.
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.
- Open - This is not recommended. Before you select this option, read Reopening Repair Orders.
- Void - Deletes all parts and labor and returns stock parts to inventory and will no longer report any sales for this repair order. The original calculations are retained for tracking purposes only.
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.
- When you select a row, a detailed labor description appears in the right pane.
- Use the Search box to search for specific keywords.
- To print the repair orders where the labor appears, select one or more rows, and click the Print toolbar button.
To Open a Labor Operation
Complete these steps:
- Double-click on the labor operation in the list.
- The repair order where the labor occurred opens.
- Double-click on the labor operation on the repair order.
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The Labor History window opens displaying the labor operation the way it appeared on the repair order.
NOTE: Only the Technician, Pay Date, and Cost can be modified on the Labor History screen. You cannot edit the Description.
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.
- Search by keyword to do a more focused search.
- Press and hold the CTRL + SHIFT keys while clicking on parts to select multiple parts.
- Click Print to print the repair orders that contain the selected parts.
To Open a Part
You can open a part the following ways:
- Click the Parts History tab, double-click a part to open the repair order where it was sold, then double-click on the part.
- Click the Display Repair Order button to open the repair order and double-click on a part in the list.
The only information you can change is the assigned Technician.
TIP: This is a great way to retrieve vendor invoice numbers for parts, which may be useful for warranties.