All Collections
How to view a job's activity timeline
How to view a job's activity timeline

Learn how to view a job’s activity timeline to stay up to date on your team’s actions.

Updated over a week ago

In this article, you will learn how to view the activity timeline for a job.

Whether you want to review the calls that took place relating to a job, monitor the status changes to a job, or simply see when your field tech accessed job details, Workiz makes it easy to see all of the activity relating to a specific job.

Viewing job activity

  1. From the sidebar navigation, select Jobs

  2. Select the job you want to review activity for

  3. Select the left-arrow along the right side of the page

Workiz will provide you with an activity timeline for this job, including timestamps for:

  • Job creation

  • Calls

  • Messages

  • Job changes (details, statuses, assignments, etc.)

  • Payments

Note: The messages that appear on a job's timeline will only include the automated messages related to the job (e.g., automations, estimate and invoice notifications).

Each action on the timeline will be linked to a member of your team, and include an icon to indicate whether the action took place on the web app or the mobile app.

You can filter the results by:

  • Activities

  • Notes

  • Calls

  • Messages

Need more help? See related articles below:

Did this answer your question?