History Tab on Invoices
J
Joe Matthews
Yes when doing labor claims this would be very helpful - right now I have to go into contacts and find the customer and vehicle, then find the right invoice in history for the original repair, that we're now doing a warranty / labor claim on.
Nelson Beverly
Great to see others requesting this feature! The ability to access vehicle history from invoices would be incredibly helpful, just as it is on work orders and estimates. Several customers have submitted similar requests, including previous discussions here:
🔹 Original Request (1/31/2023) - https://ptr.canny.io/ptr/p/history-tab-on-estimates-and-invoices-like-on-work-orders
🔹 Related Request (11/21/2024) - https://ptr.canny.io/ptr/p/history-tab-on-invoices
🔹 Related Request (1/13/2025) - https://ptr.canny.io/ptr/p/feature-request-ability-to-easily-access-vehicle-history-through-a-closed-work-o
🔹 Recent Request (3/6/2025) - https://ptr.canny.io/ptr/p/seach-vehicle-history
It would be great if these could be consolidated so Protractor can see the full demand for this feature. Many of us would benefit from having this tool available on invoices, making it easier to reference vehicle history and improve efficiency.
Looking forward to seeing this feature come to life!
Nelson Beverly
Yes, this would be very nice to have.
Other feature requests and feedback already exists for this so hopefully it will become a reality:
Jen
This should be a high priority, definitely a pain when trying to process warranty claims and having to look things up in multiple screens.
D
David Gelinas
agree and overdue!
M
Mike Foxall
Agree!
Seymour Services
100% agree, nothing worse that looking up an invoice for a customer but then needing to see more history and have to go back out and into the contact module to look them up individually.