Overview
Viewing the history of a work order is helpful when office employees need context about what services and appointments have been applied to or scheduled for a work order.
Who uses this feature
Administrators and office employees
Applies to all business types
Applies to all trades
Things to know
Work order history and Audit Trail are used interchangeably in ServiceTitan.
Work order history displays all activities related to a work order, including who scheduled the dispatch and when, and when a payment or invoice was added or posted.
Find and view work order history
Search for and open the work order record you want to view.
In the work order record, scroll down to the History section.
You see tabs for different components of the work order history. Click a tab to view historical details:
All: Includes everything in the work order history
Events: Work order actions listing when the work order was created, who assigned the technicians, when technicians were dispatched, who did the dispatch, when a credit card (ACH) was added, and when a signature was added
Calls: Incoming and outgoing calls
Note: To listen to a call, hover over any call and click play. To remove the call from this tab, click detach. Account configuration is required to see and use Calls. Please contact Technical Support for details.
Notes: Notes created for the work order with pinned notes appearing at the top
Files: Includes invoice signatures and forms. View, edit, email, print, or complete any form. In the Forms section, hover over rows and click Create to create a form.
Email: Notification emails attached to the work order
Chat: Chat log attached to the work order
Note: Account configuration is required to see and use Chat. Please contact Technical Support for details.
Want to learn more?
Visit ServiceTitan Academy and enroll in Payroll Essentials