How can I view the job history for a client?

Online Dashboard

1. In the Online Dashboard, open a Job card and click the client name.

   

2. Click Jobs to view the client’s job history.

   

   Use the date, job number and first-line description preview to find the job you need. The status markers show Q for Quote, W for Work Order, C for Completed and U for Unsuccessful. Jobs associated with separate Client Sites also show the site name.

3. Click a job row to open its Job card.

   

In the app

1. In the ServiceM8 mobile app, tap More, then Clients.
2. Search for and open the client.
3. Tap Job History to view the client’s completed and active jobs.