The complete history for a customer, job address, or job can be found on either the web portal or mobile app.
From the history tab, you will see a chronological list of all related activity. For example, you may see:
An email that was sent out (Pro plan users will also get email statuses)
A certificate, quote, or invoice that was issued
An event that was scheduled.
All of these can be clicked on to see in more detail.
Finding the history on the web portal
Navigate to either the "Customers", "Job Addresses", or "Jobs" tab:
Search and click on the customer or job address you would like to find the history for:
Underneath the details section, there are several tabs. Click on "History".
Viewing the history on the mobile apps
From the homescreen, click on any of "Customers", "Job Addresses", or "Jobs":
Search for and tap on the customer/job address/job to open it in more detail.
Scroll to the bottom, and tap on "History":
You can swipe across the tabs shown at the top to filter specific certificates or events.
The app will not download the complete history by default. To see older parts of the history, you may have to click on the "Show Older Records" button at the bottom. This button only appears on the individual tabs, not the "All" list.
