SEARCH & VIEW HISTORICAL INFORMATION

Find what you’re looking for regarding work orders, estimates, customer info, schedules, and more with these few steps.

  • Step 1:

    Search by customer name or work order number by typing in the “type here to search” text box on the top of your screen.

History of customer
  • This provides a comprehensive historical view of Open, Closed, Cancelled work orders and estimates. Additionally, you can maintain internal customer notes by date/time to refer during customer calls.

historical view
  • Drill deeper by clicking on individual work orders or estimates.

  • Step 2:

    Click on the green magnifying glass, which opens up an advanced search window.

advance search
  • Search by selecting from multiple numbers of fields or keywords.

Number of field