Everyone · Customers

View past service and work orders

Find past readings, dosages, notes, and work orders.

Before you begin

Have the customer’s name and the approximate date of the visit or work order you need.

View a past visit or work order

Use the customer profile when you’re not filling out a report.

1

Open the profile

Go to Customers. Open the customer and tap Info.

Dip app: Open the profile
2

View service reports

Tap Reports. Choose Reading History or Dosage History.

Tap a date to open the full report, including work, notes, and photos.

Dip app: View service reports
3

View work orders

Go back to the profile and tap Work Orders. Open a work order to see its details.

If a work-order report is missing from your technician account, ask your operator to look it up in their account.

Dip app: View work orders

Compare measurements during a visit

Use History while you’re filling out today’s report.

1

Open History

Tap MeasureHistory.

Dip app: Open History
2

Review previous visits

Switch between reading and dosage history. Check each date before comparing values.

3

Return to today’s report

Tap Readings or Dosages to return to the current report and enter today’s measurements.