---
title: "Use the audit trail on customer and location records"
slug: "use-the-audit-trail-on-customer-and-location-records"
updated: 2026-04-25T01:35:58Z
published: 2026-04-25T01:35:58Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the audit trail on customer and location records

## Overview

Use the audit trail on customer and location records to review recent actions taken by office employees. The audit trail includes who, what, and when changes were made. This provides you with a historical view that increases transparency, accountability, and confidence in your data management processes.

---

### 

#### Who uses this feature

- Office employees
- Applies to all business types
- Applies to all trades

#### Feature configuration

- The *View customer*and *View location* permissions are required to use this feature. Please contact the account administrator on your team.

## 

## Things to know

- For customer records, the audit trail includes:
  - Changes to the name, customer type, address, and payment terms.
  - Addition or removal of tags, notes, attachments, photos, videos, or locations.
  - [Deactivation](/v1/docs/can-i-delete-a-customer-or-location-record-or-only-deactivat) events.
- For location records, the audit trail includes:
  - Changes to the name, tax zone, preferred technician, and timezone.
  - Addition or removal of tags, notes, attachments, photos, or videos.
  - [Deactivation](/v1/docs/can-i-delete-a-customer-or-location-record-or-only-deactivat) events.

Open the audit trail on a customer or location record

1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer or location record for which you want to view a history of changes.
2. In the left side menu, click **Audit Trail**. ![Customer management interface showing options like Audit Trail and billing details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-audit-trail-on-customer-and-location-records-image-1n6pzjkx.png)

## 

## View the audit trail on a customer or location record

At the top of the audit trail, you see when the record was created, who last modified the record, and the date and time the record was last modified.

The audit trail log shows a detailed history of each change made in reverse chronological order. The log includes:

- The username of the employee who made the change
- The name of the field that changed
- The date and time the change was made
- The previous value of the field before it was changed
- The new value of the field after it was changed ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-audit-trail-on-customer-and-location-records-image-cod8mac1.png)

## 

## Filter the audit trail by date and username

**To filter by date:**

1. On the *Audit Trail* screen, click the **Calendar** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-audit-trail-on-customer-and-location-records-image-noy3u73q.png) dropdown.
2. In the menu that opens, you can:
  1. Enter a start date and end date to see changes made within that date range.
  2. Click **Today** to see any changes made today.
  3. Use the calendar to find and select a start date and end date.
3. After you’ve chosen a date or date range, click **Apply**. ![Calendar interface for selecting start and end dates in the audit trail.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-audit-trail-on-customer-and-location-records-image-mmjp5ns3.png)

> [!NOTE]
> **Note:** To clear your filter selection, click the **Calendar** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-audit-trail-on-customer-and-location-records-image-0j5znz7f.png) dropdown again and select **Clear**.

**To filter by employee username:**

1. On the *Audit Trail* screen, click the **Username** dropdown.
2. In the menu that opens, search for and select the employee or employees you want to view.
3. When finished, click **Apply** to set the filter. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-audit-trail-on-customer-and-location-records-image-smpypy1n.png)

> [!NOTE]
> **Note:** To clear your filter selection, click the **Username** dropdown again and select **Clear**.

## 

## Want to learn more?

- See [Customer and Location Records](/v1/docs/customerlocation-profiles)