From the customer file, you can view:
- Recurring work orders,
- Forthcoming work orders,
- Past work orders,
- Work orders to plan.
To do this, follow these steps:
- Go to the “Customers” module.
- From the search bar, enter the name or address of a customer.
- Click on “...” > “Customer sheet”.
☝️ Good to know: From the “Forthcoming work orders”, “Past work orders” and “Work orders to plan” tabs, you can access grouped actions. To do this, select the tasks and click on the “Actions” button above the table.