There are a couple ways to validate the data that was migrated into your shop from your old shop management system:
RO History via Job Board
From the Job Board, click the Active drop-down and choose Paid. All migrated history is listed here in date order and can be searched.
RO History via Customer's Profile
- Go to Customers section on the left menu bar.
- Find and select the Customer you want to see history for.
- From the bottom table, choose the Repair Orders option.
- Here you can tab across the four categories of ROs - Active, Saved for Later, A/R, Paid.
-
Note: Migrated ROs will be in the Paid section.