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Tim A.

Customer service history

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Newer member and enjoying the articles in this site, they have been informative and entertaining.

 

Anyway, I am trying to implement a way to streamline customer's service history so us advisors can easliy look up if or when a particular service has been done. We are using manager plus right now and the only way we can see services history is by looking at each individual visit. Other than using a paper file (which I will not with all the technology out there), I want to have some type of file where I can look up a customer and on that screen, see when the last time a timing belt, trans flush, etc, etc, was done. I do know there are other management software programs that will do it but trying to acclomplish this without changing programs. I have been searching for some time and hoping that someone on here has something that I can use.

 

Thank you and looking forward to being a part of this site.

 

Tim A.

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