In this article, you'll learn how to open a job's Timeline and what it shows. It answers questions like "did they ever open the estimate?" or "what time did the crew actually get there?" without scrolling back through texts.

Note: The Timeline tab is on the phone app, and on the web when you're using it on a phone-sized screen. The desktop job page has Details, Items, Payments, Estimates and Attachments tabs, but no Timeline.

To open a job's timeline:

In the menu, tap Jobs.
Tap the job.
In the tab row under the job's title, tap Timeline. It sits next to Details and Finance.

Note: The Timeline tab only shows for people whose role has the Job History permission. If you don't see it, ask your admin to turn it on under Settings › Roles & permissions on the web: click the role, switch on Job History, then click Save.

Turning on Job History for a role

What the timeline shows

The timeline is a short list of what's happened to the job, each line with its date and time in your company's time zone. It runs in the order things happen: created, scheduled, what the customer did with the paperwork, who arrived and left, then the current status.

Job created

The first line is Job created, with the date and, when the CRM knows it, who created the job.

Scheduled

If the job has a start time, you'll see Scheduled with its date and the start and end times.

What the customer did with the paperwork

Anything the customer did with this job's estimates, invoices and sent documents shows up here, for example:

Viewed estimate or Viewed invoice, with the number
Viewed document, with the document's name
Approved estimate, with the number
Paid invoice, with the number

If a customer opens the same estimate or invoice several times within an hour, you'll see it once, at the most recent open.

Arrived and left

Once a job is on its way, the timeline can record arrived and left with the person's or truck's name, like "Justin arrived" and "Justin left":

A tech on the job, if Track location is turned on for them. On the web that's a checkbox on the Profile tab of their user page, under Settings › Team management. In the app it's the Track location switch on their page under Team. Tap Save after changing it.
A tracked vehicle, if it's the truck the job's on-my-way tracking link was sent for.

Tracking starts when the job goes on its way, either by changing its status to your on-my-way status or by sending the on-my-way text. Without that, or without location tracking, you won't see arrival times. "Arrived" is written when they reach the address, and "left" once they've been clear of it for a few minutes.

Current status

The last line is the job's current status, and its sub-status if it has one, like Status: In progress - On my way.

Notes

If the job has notes, they show under the timeline under the heading Notes.

Tip: The timeline doesn't log calls, texts, or every edit to the job. To see your conversation with the customer, open their thread in Conversations.

How to view a job's timeline