Activity Timeline
Activity Timeline adds a shared history card to customer, job, invoice, and quote records so the office can see notes, status changes, payments, scheduling updates, emails, and customer actions in one place.
When to use this
Use Activity Timeline when dispatchers, technicians, and office staff need quick context before calling a customer, updating a job, chasing payment, or reviewing what changed on a record.
Because Activity Timeline is embedded inside other records, it does not have a separate left-nav workspace or settings page. When the plugin is enabled, the Activity card appears on supported record detail pages.
Before you start
- Confirm Activity Timeline is included in your plan.
- Open Settings → Features and make sure Activity Timeline is enabled.
- Make sure the records your team uses most—customers, jobs, invoices, and quotes—are available to the people who need to review activity.
What appears in the timeline
Activity entries can include:
- Status changes such as a job moving through its workflow.
- Emails and customer actions when connected communication workflows record them.
- Payments and other billing activity tied to invoices.
- Schedule changes from visit or dispatch workflows.
- Feedback and customer-facing actions from related plugins.
- Internal notes added by your team.
Each row shows a short summary, the activity type, the actor when available, and the relative time so staff can scan recent history quickly.
Timeline labels
Each activity row uses a short label so staff can tell why it appeared without reading every detail first:
- Status — record status changes, such as a job or invoice moving through its workflow.
- Email — messages recorded by connected communication workflows.
- Customer — customer-facing actions such as portal or review activity.
- Note — internal notes typed directly into the Activity card.
- System — automated system events that explain background changes.
- Payment — payment and billing events tied to the record.
- Schedule — visit, dispatch, or appointment updates.
- Feedback — review and concern activity from feedback workflows.
- Time — time-tracking updates when time workflows are enabled.
Add an internal note
- Open a supported customer, job, invoice, or quote record.
- Find the Activity card.
- Type the update in Add a note.
- Select Add Note. The button stays disabled until the note has text.
- Refresh or revisit the record to confirm the note appears in the timeline.
Use notes for call summaries, field context, promises made to the customer, or internal handoff details that should stay with the record.
Tips
- Add short, factual notes after customer calls so the next person has context.
- Use the timeline before changing job or invoice status to avoid missing a recent update.
- Keep sensitive HR, payroll, or private employee details out of customer/job notes unless your company policy says they belong there.
Troubleshooting
I do not see the Activity card
- Confirm Activity Timeline is enabled in Settings → Features.
- Check that you are on a supported detail record. The timeline is embedded; it does not open as its own plugin page.
- Confirm your role has permission to view the customer, job, invoice, or quote you are checking.
The timeline is empty
A new record may have no history yet. Status changes, payments, schedule updates, connected emails, feedback, and manual notes will appear as the record is used.
A note did not save
- Make sure the note has text before selecting Add Note.
- Reload the record and check the latest activity.
- If notes still do not appear, ask an administrator to confirm the plugin is enabled and that your account can edit the record.