View job historyLast updated on 04/19/2023
Viewing the history of a job is helpful when office employees need context about what services and appointments have been applied to or scheduled for a job.
Things to know
Job history and audit trail are used interchangeably in ServiceTitan.
Job history displays all activities related to a job, including who scheduled the dispatch and when, and when a payment or invoice was added or posted.
Find and view job history
Search for and open the job record you want to view.
In the job record, scroll down to the History section.
You see tabs for different components of the job history. Click a tab to view historical details:
All: Includes everything in the job history
Events: Job actions listing when the job was booked, 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 job 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: Emails attached to the job
Chat: Chat log attached to the job
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
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.