# 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

![The Transactions tab of the customer record for Tyneside Dry Dock Services Ltd. An inner row of tabs reads Quotes, Sales Orders, Invoices, Recurring Invoices, Advance Invoices and Credit Notes, with Quotes selected. The table beneath has columns Date, Quote Number, Reference, Total Amount and Status, listing QT-00030 dated 16/07/2026 against reference RPT-00021 for 12,074.52 pounds marked Draft, and QT-00034 dated 28/07/2026 against reference RPT-00054 for 35,319.96 pounds marked Draft. The foot reads showing 1 to 2 of 2.](https://www.sorviai.com/help/repairs/resources/customer-transactions.png)

*Quotes for one customer, each naming the repair ticket it came from in the Reference column.*

- **Open the customer**

  Go to **Customers** and select them, or select their name from any document raised against them.
- **Go to the Transactions tab**

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

> **Note:**
>
> **This is a customer history, not a machine history**
>
> The transactions tab tells you everything this customer has been quoted and billed. It cannot tell you that the pump in front of you is the same pump you rebuilt in March, because a customer with forty machines produces forty jobs that all look alike here.

## 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.

*Which route answers which question*

| The question | Where to look |
| --- | --- |
| What have we billed this customer this year? | The Transactions tab, on Invoices |
| Did they ever accept that estimate? | The Transactions tab, on Quotes |
| Have we repaired this exact machine before? | Search the serial number |
| Is this rework or a new fault? | Search the serial, then read the work report on the earlier ticket |
| How much are they worth to us? | The Statistics tab |

> **Tip:**
>
> **Check the history before quoting a rebuild**
>
> A machine that has been through your workshop twice in a year is telling you something the estimate should reflect. The earlier ticket carries the fault as it was described then, and the work report carries what was actually found.