Understanding the Difference Between Customer History and Vehicle Service History

Understanding the difference between Customer History and Vehicle Service History is essential for efficiently managing customer and vehicle records. These two distinct tabs within the system serve different purposes, ensuring that both customer interactions and vehicle-specific data are accurately recorded and easily accessible.

This guide outlines the key differences between these two types of history to help users navigate and use them effectively.

Customer History

• What It Includes:
  The Customer History tab in the customer record contains a comprehensive log of all interactions and transactions associated with the customer. This includes:

  • Service history of all vehicles the customer currently owns or has previously owned.
  • Records of emails, texts, orders, or any other communications related to the customer.
  • Any documents or transactions raised under the customer’s profile.

• Key Features:

  • This history is tied directly to the customer and cannot be transferred to another customer record.
  • It provides a complete view of the customer’s relationship with your business, including both their vehicle-related and non-vehicle-related activities.

• Use Case:

  • Ideal for reviewing a customer’s full history, such as past communications, transactions, and ownership details.

Vehicle Service History

• What It Includes:
  The Vehicle Service History tab is located within the vehicle section of the customer record. It contains:

  • A detailed log of all invoices and services related specifically to the selected vehicle.
  • Records that move with the vehicle if it is transferred to another customer record.

• Key Features:

  • This history is vehicle-specific and does not include data from other vehicles owned by the customer.
  • When a vehicle changes ownership, its service history moves to the new customer’s record automatically.

• Use Case:

  • Perfect for tracking the service and maintenance history of an individual vehicle, regardless of ownership changes.

Key Differences at a Glance

Visual Aids

Customer History Tab:

Vehicle Service History Tab:

Scenarios Where This Information is Useful

• Customer Retention: Quickly review a customer’s entire history to personalise interactions and improve service quality.
• Vehicle Transfers: Ensure service history follows the vehicle when ownership changes, maintaining accurate records.
• Data Management: Understand where specific records are stored to improve efficiency and accuracy when retrieving information.