Process Customer History Requests Faster in Manager SE
See it in action on the Mitchell 1 YouTube Channel
From time to time, your customers request repair history information for one or more of their vehicles. While this has been a time-consuming task when they ask for multiple or specific history invoices, we have a couple new selection methods to speed up this process.
In addition to the Customer and Vehicle Summary report format, there is a new option for outputting the Manager SE invoices exactly as they originally appeared when they were posted to history. You may print hard copies for mailing or select PDF format for easy emailing.
Vehicle Printing Option
Vehicle view displays history invoices for only the selected vehicle (highlighted below).
Customer Printing Option
Changing to the Customer view displays history invoices for ALL the vehicles owned by the customer.
NEW History Options
Whether using the Vehicle or Customer view, there are new options for selecting and rendering selected history information. In addition to the existing Customer and Vehicle Report summary option, you can now print each actual invoice as it was presented to the customer at the time of posting.
Shortcuts for Selecting Multiple History Invoices
Select SPECIFIC invoices via one of these NEWLY ADDED keyboard methods:
History Invoice Output Options
Once you click on the Print button as shown, you may choose either the existing Customer and Vehicle Report summary option OR the NEW Batch Selected Invoices option (single “print job”).
When the Batch Selected Invoices option is selected, there are Report Selection options output as PDF for email or Printer for hard copies.
SEE IT IN ACTION
Watch the demo video to watch these steps and the different options performed.
BONUS: In case you missed it, you can select a Technician Worksheet with History option
Technician Worksheet with History
Technicians benefit directly from access to previous repair activity (service dates, mileage readings, invoice #s) summarized by Category. Plus, they can do this without having to ask the service advisor to perform a history search, leading to improved shop efficiency with this streamlined workflow.
Selecting this technician Worksheet option, history information will appear below the Tech Notes.
Make history with Manager SE – easily share it back to your customers.
