View Property Service History
How to review the completed work at a property, along with its jobs, quotes, invoices and totals.
How to review the completed work at a property, along with its jobs, quotes, invoices and totals.
Where to see the work done at a property and the records around it.
Open the property and scroll to Service History. It lists the property's completed jobs, newest first, and shows how many there are in total.
Each row shows:
Click a row to open the job. When there are more than five, click View all service records to see every completed job at the property.
Screenshot: The Service History section with completed jobs and their quote and invoice badges.
The Jobs, Quotes and Invoices cards above Service History list all of the property's records, not just completed ones. Each card's count is the true total, and View all opens the full list for the property.
The Financial Summary on the Details tab shows Quoted, Invoiced, Payments received and Balance due across every job, quote and invoice at the property.
Tip: If a property gets the same kind of job every few months, consider a recurring service agreement.
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