A customer's service history lives across two tabs of their profile: Jobs (the work) and Communication (the talk). Together they give you the full record.
Jobs tab — the work history
Lists every job ever attached to this customer, in reverse chronological order. Each row shows:
| Column | What it shows |
|---|---|
| Date | The visit date. |
| Job ID | Run a Call's identifier. |
| Type | Service, Maintenance, Installation, Estimate, Callback. |
| Status | Created, Scheduled, En Route, In Progress, Completed, Invoiced, Closed, Cancelled. |
| Tech | Assignee. |
| Total | If billed. |
| Equipment | Unit serviced, if any. |
Click any row to open the job — full timeline, photos, signature, invoice link.
The list includes cancelled jobs by default, so you can see what didn't happen as well as what did. To hide them, toggle the Hide cancelled filter.
Communication tab — every conversation
Unified feed across phone calls, SMS, and voice calls:
| Channel | What's captured |
|---|---|
| Inbound calls | Caller ID, duration, recording, transcript, whether the AI Receptionist handled it. |
| Outbound calls | Same. |
| SMS | Threads in either direction. |
Every entry timestamps to the second. Click a call to play the recording or read the transcript.
Searching the history
From the customer profile, use the search bar at the top of either tab to scope:
- "thermostat" — finds jobs and call transcripts mentioning thermostats.
- A specific date or month.
- A part number.
This is the fastest way to answer "have we serviced this unit before?"
Equipment service history
For a more focused view tied to a specific unit (e.g. "every service on the upstairs AC"):
- Open the customer → Properties tab.
- Pick the property and then the unit.
- The unit's own history shows every job that touched it. See Viewing equipment history logs.
Exporting
To send a customer's full history to a third party (warranty company, attorney, insurance):
- Open the customer.
- ⋯ → Export profile (PDF).
You get a clean PDF with the contact info, every property, every job, and every invoice. Communication transcripts are excluded by default (privacy) — toggle to include if you need them.