How to view Service History

How to view Service History

There are multiple ways of viewing service history of a vehicle.

Last Visit Date of the Vehicle From the Vehicle Card

To view the Last Visit Date of the vehicle:
    Select Vehicles in the Role Centre.
    Search and select the vehicle you want to view the Last Visit Date for.
    Click on the Factbox icon (Information) to open the Factbox pane, if it’s not already showing.
    You will see the date and mileage of the last visit. If you need more details about the last visit, simply click on either the date or mileage.
    Last Visit Date is held on the vehicle, so you can add it as a column on the Vehicle List and sort or filter on it. That lets you pull a list of vehicles that have not been back for a while, or compare the last visit against an MOT due date.
    On the Vehicles List.  personalise  the page and add the Last Visit Date column.
    Sort or filter on the column as you would any other.
    The date is the posting date of the most recent posted document for that vehicle, whatever the job type. Vehicles with no posted history leave the field blank.

Full History of the Vehicle from the Vehicle Card

To view the full history of the vehicle form the Vehicle Card:
    Select Vehicles in the Role Centre.
    Search and select the vehicle you want to view the full history for.
    Select History from the menu bar, followed by Vehicle History.

Full History of the Vehicle from the Jobsheet

To view the full history of the vehicle from the Jobsheet:
    Open the Jobsheet List, from the Role Centre.
    Search and open the job sheet that has the vehicle for which you want to view the vehicle history.
    Select Related from the menu bar, followed by Vehicle History.

How Service History is Displayed

    The vehicle's service history is displayed as a list, showing all invoiced items, labour, and external services.
    You can search for specific words to filter your history.
    You can  personalise  the page to view columns which you wish to be displayed. For example you can have the following columns:
  • Mileage
  • Resource (Technician)
  • Date
  • Cost
    You can view the document related with a specific item by selecting the item from the service ledger entries list and then clicking on Show Document from the menu bar.
    This will show the posted Jobsheet.

How to Print or Email the Vehicle History

You can produce a vehicle's service history as a document to hand to a customer or send by email, rather than exporting it to Excel first.
    Open the vehicle's history using any of the methods above.
    Select Print from the menu bar to produce the document, or Email to send it straight to the customer.
    The document opens with your company logo and the vehicle details at the top.
    Below the header, the history is grouped by document number. Each group shows the Date and Mileage for that visit, followed by the items, labour and external services recorded against it.


See Also




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