Clients Service History

Created by Kenneth Abad, Modified on Fri, 22 Dec, 2023 at 11:41 AM by Kenneth Abad

Client Service History can be found in the left side nav bar of the client profile and shows all work that has been sent from and created for the client.



At the top of the list, you can Add a new Work Order, search through the Work Orders, filter by phase, 

There are 30 different columns that can provide information for this list.


The columns can be selected to customize your view of the Work Order and Project history to help you view the information that you need. Each column can be used to sort your list and filter the list down to only show what is necessary.











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