Follow

How to Search Vehicles History, Notes and Due Dates

The purpose of this guide is to show you how you can view the Vehicle History of a selected customer and their Follow Up Notes that have been recorded against the Customer. 

 

Where ever you see the History button- this will take you straight to the Vehicle History section where you can see the Invoice History of a Vehicle. 

2.jpg

 

You can search for directly for Vehicle History and other information by;

  • Go to Workshop - Vehicle Master File

3.jpg

  • Search and select the Vehicle you want to view by Clicking on the Ellipsis button or F4 to search in the Rego or Name Field.
  • To View Specific info;
    • Go to the Query tab
    • You have a Drop down of various search queries available - for example 'Due Dates'

4.jpg

    • To View History; Click on the History button to give you the Vehicle History pop up screen 

5.jpg

 

 To View the History of a Vehicle and any Follow Up Notes that have been recorded against a customer;

  • Go to Workshop - Invoice/RO - Invoice/RO (Vehicle)
  • Search and Select your Customer and once the Rego/Customer is selected;
    • If their were Follow Up Notes recorded against the Customer; 'Follow Up Notes' will appear just under the Customers Rego

8.jpg

  • Go to the Vehicle tab – Follow Up tab
  • The Follow Up notes you placed on a previous invoice will appear for you in the Next Follow Up box
 
6.jpg
 
  • It’s up to you if you want to copy and paste these follow up notes on the current invoice you are doing. 

NOTE: For info on how to record Job Card/Invoice Notes  - see this guide http://service.autosoft.com.au/entries/21417004-How-to-Add-Notes-for-your-Mechanic-Job-Card-Customer-Invoice-or-Follow-Up-Notes-for-the-Vehicle

    • If you want to view the history of work and invoices done for the vehicle  - click on the History Button 

7.jpg

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk