Can I see who added or updated a job? : ServicePal Academy

Can I see who added or updated a job? Print

Modified on: Tue, 3 Dec, 2019 at 6:06 PM

In ServicePal for the Office, you can view who created or updated a job.

Only users with Manager or Administrator role can view this information.

Who added or updated a job

1. Sign in using a web browser

2. Click Jobs

3. Locate the job by search or scrolling the list of jobs

4. Click the job record you would like information about

5. Click Extra

The screen will show the date+time and name of the user added the job, and also who last updated the job.

NOTE:

If you have connected ServicePal to QuickBooks, you might see "QuickBooks" if the customer record was created in QuickBooks.

If you are on the PREMIUM plan and have service agreements, the job might have been created by "Service Agreement"

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