How to view a job's activity timeline

  • Updated

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. Open the job you want to review
  2. On the right side of the page, select the left arrow icon ( )
    Group 4684timeline.png

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
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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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