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Vehicle History

Once an order is closed by posting the invoice, a history record is created. This record contains all of the pertinent information about the service that was performed, as well as a history of all payments.

Every time that you pull up a customer record, as when you select a customer to begin a new order, you can choose the History tab to open the History Panel and view a listing of all posted invoices for that customer.

A powerful use for Manager's Vehicle History capability is that while preparing an estimate, you may recall that you prepared a similar estimate in the past. Rather than having to put together the estimate from scratch, you may be able to copy repair lines from the historical order and paste them into the new order. Refer to Copying Repair Lines from a History Record for details.

See also...

History Panel

Find History Record

History Detail Dialog Box