Find Customer History Fast

A customer asked a question about finding history… they found it slow to be able to view multiple invoices. The fact was that they were not doing it the most efficient way.

In this video we see how simple it is to search for customer history and find history, and then go back and find another invoice. There is a little trick to this that you may not know about, and it may save you a whole lot of time.

Check out this two minute video for details:

Efficiency in your workshop is key and that’s why Workshop Software is designed to be as efficient as possible, and at the same time being as simple to use as possible. Sometimes there might be the a small step that can save a huge amount of time. It’s always wise to check the help resources to ensure that you know the most about Workshop Software and that you’re aware of those little tips and tricks which could be a big timesaver.

Remember to utilise the help centre resource which can be found here:

Hope this info helps.

To your success…


James & the Workshop Software Team.