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Logging of events

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 Payment Card (Stripe)
Your Attempt to Charge Payment Card Failed (Stripe)
Customer Viewed Online Payment Request Form
Customer Paid Invoice via Payment Request (Stripe)
Customer Paid Invoice via Customer Portal (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

Appointment Created for Invoice
Appointment Date/Time Changed
Appointment Deleted
Appointment Created based on Master Invoice
Appointment Deleted (originated from Master Invoice)
Appointment Changed (originated from Master Invoice)
Customer was Sent an Email and SMS with Appointment Date and Start Time and Address
Customer was Sent an Email with Appointment Date and Start Time and Address
Customer was Sent an SMS with Appointment Date and Start Time and Address
Arrival Delay MMS sent to Customer
The Attempt to Send Customer an SMS with Appointment Date/Start Time and Address Failed

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

Quote Requests

Quote Request Created from Online Booking
Quote Created from Quote Request
Invoice Created from Quote Request
Quote Request Cancelled

Surveys

Survey Request Manually 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