Job History is a searchable record of every visit your business has completed. Useful for answering “when were we last there?” questions and for compiling a client’s service record.
Filters
- Date range - last 30 days, last quarter, custom.
- Client - visits to a specific client.
- Tech - visits performed by a specific person.
- Service - only window cleans, only gutter clears, etc.
Exporting
Hit Export to download the filtered list as CSV. Handy for compiling year-end reports or moving data into accounting software.