GEM-CAR FAQ

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Finding an Estimate Using the Search Tool

Using the search tool can be a great way to filter through clients and find estimates.

In the Point of sale window, click on the blue magnifying glass next to the estimate field. 

Form this search window, you can type in the first few letters of the clients name from where the result will be more specific.

The vehicle field is also a way to search through the different estimates and you can either type the first letters of the car brand or model, while using the search magnifying glass will furthermore specify the search.

The same steps can also apply to the product and client field. The other fields can be used to enhance your search results. 

Once you clicked on the right estimate, GEM-CAR will bring you back to the Point of sale as if you never left the sale.

 

Other articles on the subject:

Retrieve an Estimate with the Estimate Number

Finding an Estimate Using the Recently Opened Tool

Finding an Estimate Using the Search Tool

How to Delete an Estimate 

Finding an Estimate Using the Vehicle Number

Retrieve Client's Estimate

Add Jobs to my Estimate 

 

Posted  5 months  ago by  Olivier Brunel
#67 100 views Edited  1 week  ago

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