How to View Your Service History on a Lead:
1. Accessing Leads Module:
- Open the Leads Module from the left side of the page.
2. Exploring Tabs:
- Check the tabs in the header, especially the MY LEADS tab.
- Utilize the search bar and toggles for effective data filtering.
3. Accessing Lead Information:
a. Open the Lead's Information Page:
- Click on the relevant lead to see its details.
b. Check Job Schedule:
- On the right side, scroll down to the "JOBS SCHEDULED" field.
- Entries here can be pending, in progress, or completed dockets.
- Details include date, description, amount due, assigned technician, and docket status.
c. View Specific Docket:
- Click on a docket to open and see its details.
d. Access Full-Service History:
- To view the entire services history, click on the blue button "MORE."
- A full list of all dockets for this lead will be visible.
e. Filter and Search:
- Utilize the search bar or toggles to filter data as needed.
Note:
For specific docket searches, Click here for information on "Search for a Specific Quote, Job Card, Invoice.