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Vehicle options review from the customer record the vehicle options button provides access to vehicle notes history marketing recommendations and more let'stake a look click the customer search icon enter a customer name press enter and enter again to open their record now highlight one of the customers vehicles below and click the green vehicle options button on the left these are the vehicle record options for the selected vehicle from here we can add an appointment write a new repair order add edit or delete this vehicle and these five features are part of the Wizards you use every day let's select the vehicle notes and these are at the bottom of the vehicle details screen that you filled out when you added this vehicle also available when you click on the blue underline vehicle from within repair order click in the notes field Todd any notes for the vehicle now click history lists all the repair orders ever written for this vehicle including any open ones click the labor history button to open the labor history window to view just the labor history including the labor code description status repair order number invoice date paid quantity in the price of all labor operations performed on this vehicle click the details button in the lower left corner to display details about the highlighted labor service including the entire description technicians and status of the labor click close and close again now let'click part history and here is a list of the parts same as a labor information and again clicking details for the details about the selected part we can click the view repair order button to view the highlighted repair order and note we could click the preview reprint and print this one bullet×39’s just click close and close again to return to the customer record note here on the left we can also selection the main screen view to display history on the service counter for quick access to the history of the vehicle foray open repair order let's select marketing next and this screen lists marketing letters and postcards that are scheduled to be sent including the date to send for this vehicle we can also click this radio button to view sent letters and postcards for the vehicle and when they went out we can add a letter or postcard to be sent from this screen or delete one that is scheduled to be sent you canals access the screen from within an open RO and make this screen part of your workflow to prompt you to schedule marketing letter when the customer pays their bill next is recommendations adhere we can see what needs to be done to this vehicle these recommendations Willie listed here until they're tagged and transferred onto a repair order and pecan add one from here edit or delete the recommendations on the list we can also look up technical service bulletins and make recommendations with this information if we have a subscription tithe TSB service and here we have our quotes for this vehicle quotes are generated from the right quote...
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