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Checking Service History for Customers?

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  • Checking Service History for Customers?

    Is there a way to look at all of the past jobs that you have done for a specific customer? Like a list of all of the services for the past year or longer?

  • #2
    Hi Aaron,

    Go to Reports Section (Bottom Left) then Customer tab at top then Customer History report.

    Let me know if that helps.
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    • #3
      Or go to the customer screen and right click on the customer you want info on.

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