Find a customer's repair history

Every ticket, quote, invoice and payment raised against one customer, in the place they all gather.

"Have we seen this before?" is the question that decides whether a job is a fresh repair or a warranty rework, and the customer record answers it. Every document ever raised against them is gathered on one tab, grouped by kind.

Highlights

• The Transactions tab is the history, and it holds every document type.
• The reference column names the ticket, so a quote points back at the job.
• Statistics answers the shape of the relationship rather than listing documents.
• Search by serial number instead when you want one machine rather than one customer.
• Nothing here is filtered to repairs, so their non-repair business shows too.

Read the transactions tab

1. Open the customer

   Go to Customers and select them, or select their name from any document raised against them.

2. Go to the Transactions tab

   It opens on Quotes. The row of tabs above the table switches between document types.

3. Choose the kind of document you are after

   Invoices for what they were billed, Quotes for what they were offered, Credit Notes for what was reversed.

4. Follow the reference back to the ticket

   The Reference column carries the repair ticket number. Open that ticket for the equipment, the fault and the work report.

When you want one machine, not one customer

Search the serial number in the header search instead. That returns the tickets that unit has appeared on, whoever owned it at the time, which is the question behind a warranty claim.