Service History

Service History is a searchable history of all your posted and voided invoices and counter sales.

To access posted invoices and counter sales in Service History:

1. In the Search By drop-list, select Order Number, Customer Name, License, Vehicle, or VIN.

2. Type an alphanumeric character in the Search By text box.

Result: The list updates with the first matching entry selected.

3. In the Filter By drop-list, select Posted, Voided, or Show All.

Result: The list updates with only those items that match the Filter By selection.

For more information, refer to the Note on searching.

4. Select an order.

5. Click View to open the order and view it in detail. You can update the following fields:

   Mileage In

   Mileage Out

   Written By

6. On the invoice window, click Edit Job.

Result: The Edit Job window displays. The following fields can be updated:

For more information, you can view the:

• Viewing Customer Service History video from the MANAGESM menu at Help > Video Tips > Service History > Viewing Customer Service History

• Editing a Job in Service History to Add Notes video from the MANAGE SM menu at Help > Video Tips > Service History > Editing a Job in Service History to Add Notes

• Printing Service History video from the MANAGE SM menu at Help > Video Tips > Service History > Printing Service History