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Locating and Viewing Existing Service Requests

Updated over 3 weeks ago
  1. Click the Menu icon

2. Expand the Point of Sale menu

3. Click Service Request

4. Click Service Request Report tab

Searching by Date:

To locate existing service request by date, use the Date Field drop down and Date Range filter

Searching by Technician:

To search by technician, click the Technicians drop down arrow and select the technician

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Searching Using Additional Filters:

To search using additional filters, click the Add Filters button

To clear filters click the Clear Filters button

Additional Filter Criteria Includes:

  • Warranty Company

  • Warranty Status

  • Location

  • Models

  • Category

  • Manufacturer

  • Customer Type

  • Service Associate

  • Sales Tags

  • On Order

Searching Using Service Request Status:

To search using service request statuses, click the status to sort the report

5. Once the service request has been found, click the View Service Request icon (eyeball) to view the service request

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Or click the triangle to the left of the service request number to view warranty and trip information

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