Our platform tracks many events related to your invoices, quotes, surveys, events, and payments. Each action is date stamped so that you have history on what actions you or your customer took. These actions can be seen by you by opening the relevant invoice or quotation. Events that are tracked include the following:


Invoices

  • Invoice Created by You
  • Invoice Created by Customer
  • Customer-created Invoice Edited by You
  • Invoice Created from Approved Quote
  • Payment for Invoice Requested
  • Invoice Marked Paid
  • Invoice Emailed to Customer
  • Invoice Cancelled
  • Master Invoice Created
  • Invoice Deleted (originated from Master Invoice)
  • Invoice Created from Master Invoice
  • Invoice set to Inherit Changes from Master Invoice
  • Invoice set to not Inherit Changes from Master Invoice
  • Invoice Updated from Master Invoice
  • Master Invoice Updated
  • Master Invoice Deleted

Charges

  • Invoice Successfully Charged by You to Credit Card (Stripe)
  • Your Attempt to Charge Credit Card Failed (Stripe)
  • Customer Viewed Online Payment Request Form
  • Customer Paid Invoice via Payment Request (Stripe)

Refunds

  • Invoice Manually Refunded
  • Charge Successfully Refunded (Stripe)
  • Attempted Refund in Pending Status (Stripe)
  • Attempted Refund Changed from Pending to Successful (Stripe)
  • Attempted Refund Changed from Pending to Failed (Stripe)
  • Attempted Refund Failed (Stripe)

Events

  • Event Created for Invoice
  • Event Date/Time Changed
  • Event Deleted for Invoice
  • Event Created based on Master Invoice
  • Event Deleted (originated from Master Invoice)
  • Event Changed (originated from Master Invoice)
  • Event Created for Invoice

Quotes

  • Quote Created
  • Quote Marked Approved by You
  • Quote Marked Rejected by You
  • Unapproved Quote Emailed to Customer
  • Requested Customer Approval of Quote
  • Customer Emailed Accepted Quote
  • Customer Emailed Rejected Quote
  • Customer Accepted Quote Online
  • Customer Rejected Quote Online
  • Customer was Emailed Confirmation of their Acceptance/Rejection of Quote

Surveys

  • Survey Request Sent to Customer
  • Customer Completed Survey
  • Customer Emailed Coupon for Completing Survey
  • Survey Automatically Sent to Customer Following Completion of Job

Scheduling

  • Team Automatically Assigned to Job
  • Team Manually Assigned to Job
  • Employee Manually Assigned to Job
  • Employee Automatically Removed from Job - Not Eligible for Scheduling during Appointment Time
  • Employee Removed from Job
  • Employee Automatically Removed from Job due to Conflicting Event
  • Employee Automatically Removed from Job -- Employee no Longer with Company
  • Employee Automatically Removed from Job -- as he/she is not Part of a Team, Availability for Job Could Not be Determined
  • Employee Automatically Removed from Job -- New Scheduled Time for Job Falls Outside of Employee's Regular Working Hours
  • Employee has checked in for Job
  • Employee has checked out of Job
  • Customer Cancelled the Job from within the Client Portal
  • Customer Changed Appointment Date and/or Time within the Client Portal

Miscellaneous

  • Confidential Note Added/Updated
  • Customer Sent SMS reminder of Appointment
  • 'On my Way' message (SMS/MMS) sent to customer
  • Customer Added Employee Tip Prior to Payment Attempt
  • Customer Removed Employee Tip Prior to Payment Attempt
  • Customer Updated Employee Tip Prior to Payment Attempt


At the bottom of each quote or invoice, you'll find a log of the events that pertain to that quote or invoice.