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Viewing the Customer's Service History from the Service R/O Parts Screen

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Once you pull a repair order to the Service R/O Parts screen, the History button appears on the bottom of the screen. You can use the History button to view the customer repair history and to view summaries of previous repair orders.

Step 1. From the Parts Inventory menu, select Service Sales. The Service R/O Parts menu opens. 


Step 2. Click Line Parts. The Service R/O Parts screen opens. If you do not integrate with Service Writing, this screen automatically opens when you click Service Part Sales on the Parts Inventory menu.

Step 3. Pull the repair order to the screen by clicking the R/O List button and selecting the repair order from the list or by simply typing the RO Number in the R/O field.


Step 4. The History button is now accessible at the bottom of the screen. Click History

Step 5. The Repair History screen opens, displaying a list of repair orders for the customer. Click a repair order to view the finished R/O. A summary of the repair order opens on your screen.

Step 6. If you select to view a repair order in the list that is too old, you will receive a message indicating that there is no data available for the selected R/O. Click OK to acknowledge the message.

Step 7. Click Back to return to the Service History list.

Step 8. Click Close to close the customer’s history.


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