To create or export a list of customers that have picked up a repair in the last week:
- Click Customer > Find.
- On the General tab, check the boxes for Preferred Contact Methods Only (Phone / Address / Email / Social).
- If you only want customers that have email addresses, type =ANY into the Email field. Likewise, if you only want customers that have addresses, type =ANY into the Address field.
- On the Repair/Custom tab, click the Repair Filter drop-down. Next, click on the Status/Dates tab. Set the Picked Up drop-down to Only Picked Up Jobs and set the When Picked Up date to Last Week.
- Click OK to generate the list.
- You can right click here to immediately export OR use the Group / Mailing List button to create a new group or add them to an existing group.
NOTE: If you are looking to automate the process of following up on picked up repairs, or other things, see
Automated Notifications.