View job historyLast updated on 03/22/2022
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 the job history
Go to the navigation bar and click Search
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Select Job and enter a job number in the Job number... field.
Click Search
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Click the job you want. There are tabs for different components of the job history you can view. To access, click each:
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
Notes—Notes created for the job with pinned notes appearing at the top
Files—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
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Note:To listen to a call in the Calls tab, hover over any call and click play. To remove the call from this tab, click detach.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.