View Job History for a Customer

This page is designed to help Field Technicians using the Mobile App to view past job history for a Customer.


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Job History While Working a Job

While working a Job, a Field Tech can view a Customer's past job history.  To do this, follow the steps below:

  1. From the Welcome screen, select the Jobs button.
  2. Select View Details for any Job.
  3. Select View Customer's Job History on the Job Info screen.
  4. Optional: Use any Search Filters to narrow your search.
  5. Select View Details to view job history:
    • Job Info: View Attachments, Customer Info, and Technicians who worked the Job
    • Forms: View custom fields completed on the Job
    • Work: View Activities completed and any Job Notes
    • Sign: View Technician and Customer signatures
    • Photos Icon: View photos taken on the Job



Job History from Customer Search

While working a Job, a Field Tech can view a Customer's past job history.  To do this, follow the steps below:

  1. From the Welcome screen, select the Search button.
  2. Select the Customers tab along the top.
  3. Optional: Use any Search Filters to narrow your search.
  4. Swipe left on a Customer and select View.
  5. Select View Job History on the Job Info screen.
  6. Optional: Use any Search Filters to narrow your search.
  7. Select View Details to view job history:
    • Job Info: View Attachments, Customer Info, and Technicians who worked the Job
    • Forms: View custom fields completed on the Job
    • Work: View Activities completed and any Job Notes
    • Sign: View Technician and Customer signatures
    • Photos Icon: View photos taken on the Job