Customer History

View the complete service history for any customer. Access past work orders, track spending, and understand the full relationship with each customer.

Viewing Service History

Open any customer profile to see their complete work order history:

Customer Work Order History
View all work orders for a customer in one place. customer-history-list

The history shows:

  • Work Order Number - Click to open the full work order
  • Date - When the work was performed
  • Status - Current status of the work order
  • Watercraft - Which vessel was serviced
  • Description - Summary of work performed
  • Total - Invoice amount

Filtering History

Filter the work order list to find specific records:

  • By Status - Show only active, completed, etc.
  • By Date Range - Specify a time period
  • By Watercraft - Show work for a specific vessel
  • By Type - Filter by work order type
History Filters
Filter history to find specific work orders. customer-history-filters

Financial Summary

The customer profile includes a financial summary:

Customer Financial Summary
View total spending and outstanding balances. customer-history-financial
  • Total Revenue - Lifetime spending with your shop
  • Outstanding Balance - Unpaid invoices
  • Last Service - Most recent work order date
  • Total Work Orders - Number of jobs completed

Service Patterns

Customer history helps you identify service patterns:

  • Seasonal customers - Do they come for winterization every year?
  • Regular maintenance - Are they due for annual service?
  • Recurring issues - Has the same problem happened before?

Best Practice: Review History

Before starting a new work order, quickly review the customer's history. This helps you understand past issues, see what's been done before, and provide better service.

Exporting History

Export customer history for records or reporting:

  1. Open the customer profile
  2. Click Export History
  3. Choose format (PDF or CSV)
  4. Select date range if desired
  5. Download the file