Find a customer and their old invoices

Search any customer, see every visit and declined repair, and reopen or print an old invoice.

  • For service advisors
  • 2 min read
  • Video walkthrough

Their profile

The profile shows their cars, recent work, and the repairs they turned down, which are worth a follow-up.

A customer profile with vehicles, recent work and declined work

Every visit

  1. 1Tap Repair orders on their profile.
  2. 2Every repair order they've had is listed, newest first.
  3. 3Tap one to open it.
The list of a customer's repair orders

The old invoice

The repair order opens with what was done, what it cost, and how it was paid. Tap Print for a paper copy or a PDF, or Share to text or email it again.

A paid invoice from a past visit