Skip to content

Job History

Job History is where you go when the work is done — to look back. Completed jobs, cancelled appointments, jobs a technician declined. The active queue lives in the main Jobs tab; History is for everything that's already left it.

Open History from the History tab on the Jobs dashboard.

What you'll find here

The History tab shows three kinds of jobs:

Status What it means
Completed Work was finished and the job was closed out by the technician.
Cancelled The job was cancelled before it was completed — by you, the dispatcher, or the customer.
Declined A technician declined the assignment before starting work.

At the top of the tab, three KPI cards summarize the totals for each of those statuses so you can see the volume at a glance.

What's not in History

Active work — Pending, Assigned, In Progress, and On Hold — lives in the main Jobs tab. On Hold isn't history; it's just paused work that will resume. See Job statuses & workflow for the full lifecycle.

Filtering the history

Five controls sit above the history table:

  • Search — type any part of the job name, job number, customer, or technician.
  • Status — narrow to a single final status (Completed, Cancelled, or Declined). Leave blank for all three.
  • From date and To date — limit the list to jobs that finished in a specific date range.
  • Technician — show only jobs that were assigned to one technician.
  • Clear — resets every filter back to the default.

A few combinations come up often:

  • Completed, this month — to feed end-of-month invoicing or commission reports.
  • Cancelled, last 90 days — to spot patterns when reviewing customer churn.
  • Declined, by technician — to see whether a specific tech is declining more than the rest of the team.

Date range works on the completion date

The From and To dates filter on when the job ended (was completed, cancelled, or declined) — not when it was originally created. If you scheduled a job in January and it cancelled in March, it shows up in your March filter.

Drilling into a job

Click any row in the history table — or the eye icon at the end of the row — to open the full job record. From there you can see:

  • The complete activity timeline, including every status change with timestamps
  • Photos uploaded by the technician (before, after, signature)
  • Parts and materials used
  • Dispatcher notes and customer-facing notes
  • Customer signature and proof-of-completion details
  • Any linked invoice or estimate

Historical jobs are read-only for status — once a job is Completed or Cancelled, those statuses are final and can't be changed back. You can still add internal notes, attach files, or link the job to a follow-up record.

Service history per customer

To see every job for a single customer (instead of filtering company-wide history by name), open the customer's record and check the Service History tab there. That view stays scoped to that one customer and includes upcoming work, not just past jobs.

See Customer details for the full customer record layout.

Service history per asset

If you track the equipment you service — air handlers, rooftop units, pumps, generators — every asset has its own Service History tab on the asset record. That tab lists every job that touched the asset, in chronological order, with the technician who did the work, the parts used, and any meter readings captured.

Use it when a customer calls about a unit and you need the back-story before dispatching.

See Maintenance scheduling for how the per-asset service history works and how to use patterns in it to retire equipment that's costing more than it's worth.

Pagination

The history table paginates automatically. You'll see Showing X to Y of Z jobs at the bottom, with Previous and Next buttons. Filters narrow the result set first, then pagination kicks in — so a date-range filter is the fastest way to find a specific job from months ago without clicking through pages.

Audit trail

Every job state change — who completed it, who cancelled it, who reassigned it before completion — is recorded with a timestamp and the user who made the change. Owners and admins can review this history through the platform audit log.

Audit log details

For a full who-did-what-when view across all job activity, see Audit logs.

Common questions

Why is a job missing from History?

Three things to check, in this order:

  1. Status — is the job actually finished? If it's still Pending, Assigned, In Progress, or On Hold, it's in the main Jobs tab, not History.
  2. Filters — clear all filters and try again. A leftover date range or technician filter is the most common culprit.
  3. Date range — History defaults to all dates. If you've entered a From/To range, the job's completion date has to fall inside it.
Can I restore a cancelled job?

Cancelled is a final status — it can't be moved back to Assigned or In Progress. If the work still needs to happen, create a new job and reference the original job number in the notes. This keeps a clean audit trail of what was cancelled and what replaced it.

Can I edit a completed job?

The status is locked, but you can still add notes, attach photos or files, and link the job to a follow-up. If you need to correct the parts list or labor time on a completed job for invoicing, do it before generating the invoice — once invoiced, the job's record becomes part of the financial trail.

Can I export the history list?

The History tab itself doesn't have a built-in export button. For exports of historical job data — including custom date ranges and column selections — use the Performance Dashboard or the Reports section, which are built for that purpose.