Quick Search

This is the tool you want to use when a customer calls to say... "Where are you at with my repair?"

Step 1: Go to the search box in the top right of the page that reads "Quick Search Invoices"

 This will open a small search box with customer names.

Step 2: Enter the customer name

• Enter the customer's first or last name into the search field.
• Tap the customer name.

Step 3: View and sort invoices

• From the "All Invoices" view for a customer, you'll see (imagine that) all of their invoices. (Keep in mind, invoices are work orders, work orders are invoices)
• They are sorted by "Date In" by default. You can change this by tapping on any of the headers.
• Tap the "Eyecon" to open and view an invoice.
• From the invoice view, you can tap "Back" at the top left to return to the list.