How to add Follow Up Notes to a vehicle
Adding follow up notes to a vehicle can be very useful if you need to recall information for the next time that customer is in with this specific vehicle. 1. Create an invoice for a customer and select a vehicle. [https://support.workshopsoftware.com/kb/article/2-how-to-create-a-customer- invoice/][1] 2. Fill out t…
How to enter a follow up date
A follow up date can be entered when creating a customer invoice so that you are reminded to contact a customer in between normal servicing by running a report. 1. Before processing the customer invoice select the date you want to follow up from the **Follow Up Date** field. You can click on the **'Calendar'** icon o…
