View job history

Overview

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

1. Search for and open the job record you want to view.

2. In the job record, scroll down to the History section.

3. 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: Notification 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

• See Payroll and timesheets