View Customer Logs

Customer Logs

Customer logs allow you to view all history attached to a customer in one place.

To view customer logs, watch the instructional video below, then use the steps and screenshots below for reference as needed:

  1. Choose the desired customer.

  2. The customer history will be visible on the right hand side of the screen.

Helpful Hints:

  • Any job, estimate, or invoice hyperlinks will direct you to that particular page.

  • Logs cannot currently be manually added to the customer history.
  • If you do not see the customer log, click the caret at the top right hand corner of your screen to pull out the customer log.

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