See all client interaction in one place. | Feature Requests

See all client interaction in one place.

Michelle Lewis

We should be able to see photos sent, texts sent, emails and voicemails and calls all in one window. We shouldn't have to go back and forth.

4 days ago

Boaz Schonherz

Hey Michelle Lewis
In the new Client's page, we’ve added a new Client History tab.
This tab gives you a centralized view of all past activity related to a client, including:
Jobs
Leads
Calls
Invoices
Estimates
Payments
Service plans
Notes
Locations
Everything you need — all in one place.
Thank you,
Boaz / Product