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
- Open the job you want to review
- On the right side of the page, select
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
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). You will not see any messages exchanged between your techs and/or clients.
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
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