Service History |
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It is always wise to check the service history on a unit before writing the estimate. This allows you to remember what services have been performed previously. You may also wish to review the vehicle notes to see if there were any concerns stated previously that should be handled at this visit. This will allow you to discuss possible pending services with your client, which may lead to additional sales.
Lookup
To check a complete service history for a vehicle, select the History button on the screen in which you are working.. You may lookup a service for a specific vehicle, or all services for an individual client. Auto Shop Writer will know which you are seeking based on the screen you are using.
Viewing
The system displays the complete service history for the vehicle selected. For each workorder, listed from most recent to oldest, the system gives a summary of the totals, and then provides all of the parts, labor, and recommendations. The workorders, and totals, are listed in the upper half of the window, and the full detail of the highlighted workorder is displayed in the lower half of the window. Both can be browsed freely,
Drill Down
If you need more information on a part listed, or a labor item. point to it and double click the left mouse button. A popup window appears and shows you everything you put onto that item in the original workorder.
P/M Scheduler
You can also view the P/M Scheduler for the vehicle by selecting the button on the Service History display. This is a popup feature which opens while leaving the history screen available.
Invoice You can highlight an invoice from teh service history, and then press the Invoice button to reprint the workorder, either to the screen for viewing in its complete state, or directly to a printer. In View mode you can also email it to a client.
Printing You can print a Service History, or any portion of it. Select the Print button on the history display screen. Check the View button first. You can then see the entire history as it would appear on a printed report. Select the printer icon to print out the whole report. If you want to select only some pages, note the page numbers as you review the report. Then close the view and select the Print button again from the main history display screen. Select the Alternate printer and you will see the windows print display. You can select the option for printing only some pages, and then enter the page numbers you wish to have output. You can list them individually separated by commas ( 7, 9, 11 ) or in a range ( 2-4). Then select OK on the printer dialog and your report will output only what you want. |