Customer Job List
View the jobs associated with the selected customer directly from Customer Details. Each row keeps the job name and related information together in a customer-specific table.
Customer Job History
Answer Customer Questions With Their Service Records in View
Open a customer’s record to review the jobs associated with them. See previous work and planned service alongside schedules, assigned technicians, job values, progress, and notes, so you have the relevant context before responding.
Understand What Was Done and What Still Needs Attention
Review a customer’s work without searching through the organization’s entire job list. Customer Job History brings their jobs into one table with the details needed to follow service activity.
Scheduled & Unscheduled Views
Switch between scheduled and unscheduled jobs for the customer. Review work with an assigned schedule or focus on jobs that still need one.
Job Status & Progress Filters
Filter the list by Scheduled, In Progress, or Completed, or view all statuses. Review the displayed progress percentage and status alongside each job.
Schedule & Assignee Details
See job dates, scheduled times, and assigned members in the table. Review which technician or crew is associated with each service visit.
Job Values & Invoice Indicators
View the recorded value of each job. Where displayed, an Invoiced indicator identifies jobs marked as invoiced alongside their value.
Job Notes & Image Attachments
Open the notes panel for a job to review recorded information. Add a note or upload an image, keeping the additional context attached to that job.
Give Returning Customers a More Informed Response
Bring the customer’s previous work, planned jobs, and recorded notes into the conversation. With their service records in view, your office can answer questions and follow up with clearer context.
Frequently asked questions
What is Customer Job History in FieldTask?
Customer Job History is the customer-specific job list available from Customer Details. It lets you review jobs associated with that customer alongside schedules, assignments, values, progress, and notes.
Where do I find a customer’s job history?
Open Customers, select the customer, and review the Customer’s Jobs section on their details page.
What information appears in the customer’s job list?
The table includes the job name, customer, schedule, assignee, value, progress, status, notes, and available job actions. Some records also display an invoice indicator.
Can I view only completed jobs?
Yes. Choose Completed from the status filter to focus on jobs recorded as completed for the selected customer.
Does the page also show planned or unscheduled work?
Yes. The customer’s job list includes a scheduled view and an unscheduled view. Scheduled jobs can also be filtered by their current status.
Can I see which technician was assigned to a job?
Yes. The Assignee column displays the members associated with the job, including multiple assignees where applicable.
Can I review notes and add images to a job?
Yes. Open the job’s notes panel to read existing notes. The panel also provides a text field and an Upload Image option for adding job information.
How is Customer Job History different from All Jobs?
Customer Job History focuses on the jobs associated with one selected customer. All Jobs provides the broader organization job list. The customer-specific view keeps service activity beside that customer’s contact details and locations.