View the Activity Feed
Stay informed about everything happening across your workspace with the real-time activity feed on the dashboard.
What this guide covers
This guide explains how the activity feed on the dashboard works. You will learn what events appear in the feed, how to filter it, and how to use it to stay on top of your team's daily operations without checking every module individually.
Where to find the activity feed
The activity feed is in the center section of your dashboard, below the KPI cards and pipeline. It shows a chronological list of recent events.
Screenshot: Activity feed section on the dashboard showing five recent entries: "Sarah completed job #1042 - Water heater install", "Invoice #2087 was paid ($3,200)", "New quote sent to Mike Rodriguez", "Liam assigned to job #1045", and "New request from website contact form"
Events that appear in the feed
The activity feed captures events across every module:
| Category | Events shown |
|---|---|
| Jobs | Job created, status changed, assigned, completed, overdue |
| Invoices | Invoice created, sent, viewed by customer, paid, overdue |
| Quotes | Quote created, sent, viewed, accepted, declined |
| Schedule | Event created, rescheduled, cancelled |
| Inbox | New message received, reply sent |
| Team | Member invited, joined, role changed |
| Requests | New request received, converted to job |
Anatomy of a feed entry
Each entry includes:
- Icon -- Indicates the event category (job wrench, invoice dollar sign, etc.)
- Description -- What happened in plain language
- Who -- The team member or customer involved
- When -- Relative timestamp ("5 minutes ago", "1 hour ago")
- Link -- Click the entry to jump to the related record
Animation: A new activity feed entry sliding in at the top of the list with a subtle highlight animation, showing "Invoice #2088 was paid ($1,500)" with the highlight fading after 2 seconds
Filtering the activity feed
If the feed is busy, you can filter it to show only the event categories you care about.
- Look for the filter icons above the activity feed
- Toggle categories on or off: Jobs, Invoices, Quotes, Schedule, Inbox, Team
- The feed updates immediately
Screenshot: Activity feed filter bar showing toggle buttons for each category, with Jobs and Invoices toggled on (highlighted blue) and all others toggled off (gray), showing only job and invoice events in the feed below
Tip: Dispatchers should filter to Jobs and Schedule events. Business owners should keep Invoices and Quotes visible. This reduces noise and highlights what matters to your role.
How far back the feed goes
The activity feed shows events from the current day and the previous day by default. For older events, use the Reporting module or individual module history tabs.
Note: The activity feed shows events from all team members, not just your own actions. This is how you stay informed about what your entire team is doing.
Using the feed for daily management
Check the activity feed at key moments:
- Start of day -- See what happened overnight or early morning
- After lunch -- Catch up on the morning's activity
- End of day -- Review the full day's events before leaving
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