Vehicle Service History

1. From the Work in Progress Manager, click the Find tool on the menu.

2. Enter your search criteria using either of the following:

   1. Work Order or Invoice Number

   2. Name, Plate or Vehicle Type

   3. PO number.

3. Select the Invoices/Credit Slips box.

4. Click Find Now.

5. Double Click on the invoice in the list to view.

1. Update a Contact Card.

2. Click on the Invoices tab.

3. Double Click on the invoice to view.

1. Update a Vehicle Card.

2. Click on the Invoices tab to list archived invoices and double click the invoice to view.

3. You may also click on the History tab to review the history grid.

1. Open the archived invoice.

2. Click on the File menu.

3. Click on Print.

Tip: You may also email a copy of the invoice to your customer by clicking email instead of print. Alternatively, you may save the file to PDF format by clicking on save as PDF.

Click on the Posting Parameters toolbar button to view:

• Payee(s)

• Method of Payment(s)

• Service Categories Affected

The Service Advisor is displayed on the Print Layout tab in the same location as it is assigned during work order write-up.

The odometer reading is displayed on the Print Layout tab within the vehicle information. This was the odometer reading recorded at posting.

The technician information is displayed in two areas:

• The Print Layout tab displays the default technician in the same location as it is assigned during work order write-up.

• The Work Order tab displays which technician performed each labor line item directly below it. You can view additional detail by double clicking the labor item.

The Work Order tab displays each part's line item detail. If you double click the line item you will also see:

• Drawn from inventory if that was the source of the part.

• Purchased from the supplier if that was the source of the part. You will also see the supplier you purchased the part from, the cost and on what supplier invoice number.

• If any discount was given.

The Deferred Work tab of the archived invoice reveals any work that was deferred at time of posting.

The Inspections tab reveals the technician's findings on any inspections that were performed on that vehicle's visit.

The Analysis tab provides a detailed profit breakdown of individual labor and part items. It also provides overall profitability for each service package and parts and labor on the overall invoice. The results of the profit thresholds are also displayed showing if you were within desired profit margins.