{"id":11343,"date":"2015-11-19T12:21:30","date_gmt":"2015-11-19T12:21:30","guid":{"rendered":"https:\/\/www.okappy.com\/?p=11343"},"modified":"2019-07-13T18:34:40","modified_gmt":"2019-07-13T17:34:40","slug":"view-your-job-history-for-a-customer-or-site-with-okappy","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/view-your-job-history-for-a-customer-or-site-with-okappy\/","title":{"rendered":"View your job history for a customer or site"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-bottom:31px;\"><h1 class=\"title-heading-left\" style=\"margin:0;\">View your job history for a customer or site<\/h1><\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><div class=\"fusion-text fusion-text-1\" style=\"transform:translate3d(0,0,0);\"><p>When you&#8217;re doing an electrical or plumbing job, or quoting for one, you often need to know what work was done previously. But searching through your email history or jobs folder can often be time-consuming and frustrating.<\/p>\n<p>Even when you have found the information you need, you often still need to send this to your engineers who may be on site. If the job has already been done or if you have an irate customer asking what you are doing, it may be too late.<\/p>\n<p>With Okappy, you and your engineers can easily view the job history from your computer or mobile phone without having to spend a lot of time searching through different systems or files.<\/p>\n<p>Check out our quick guide showing you and your engineers how to get your job history from a customer or site.<\/p>\n<h3>1) Click on the job<\/h3>\n<p>From the Okappy dashboard, click on the <strong>More option<\/strong> button ( <img class=\"lazyload size-full wp-image-14317\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2730%27%20height%3D%2730%27%20viewBox%3D%270%200%2030%2030%27%3E%3Crect%20width%3D%2730%27%20height%3D%27330%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/more-icon.png\" alt=\"3 orange dots\" width=\"30\" height=\"30\" \/> ) then click <strong>View\/ Edit\/ Update job<\/strong>.<\/p>\n<p>From your mobile, simply click on the relevant job from the jobs screen.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-3 hundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last fusion-column-no-min-height\" style=\"margin-top:0px;margin-bottom:0px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-phone-screenshot-view-historic-job@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[5b88643fcbbe4ce3ab4]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-phone-screenshot-view-historic-job.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-2\" style=\"transform:translate3d(0,0,0);\"><h3>2) Go to the bottom of your job sheet<\/h3>\n<p>Scroll to the bottom of the job sheet.<\/p>\n<p>If the job is for a customer or if the job is for a particular site, then an option to view the history for that customer and\/or for that site will be shown.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-2 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-phone-screenshot-click-historic-job@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[5e55827377f86e280d8]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-phone-screenshot-click-historic-job.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-3\" style=\"transform:translate3d(0,0,0);\"><h3>3) View your job history<\/h3>\n<p>All previously completed jobs for that customer or address will appear on your screen with the Completed date, Job ID, Customer, Reference and Description. You can click on any of those jobs to get more details if needed.<\/p>\n<p>If you&#8217;re logged in on your computer, you can export the details to excel or email the information to your customer.<\/p>\n<p><strong>Note<\/strong>: For ease of use, only the last 15 jobs are shown on your mobile. This number of jobs shown can be changed if required. <a href=\"http:\/\/www.okappy.com\/contact\/\">Contact us<\/a> to find out how.<\/p>\n<\/div><span class=\" fusion-imageframe imageframe-none imageframe-3 hover-type-none\"><a href=\"https:\/\/okappyimages.okappy.com\/web-phone-screenshot-report-historic-job@2x.png\" class=\"fusion-lightbox\" data-rel=\"iLightbox[8b416c1d11d9251440b]\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-phone-screenshot-report-historic-job.png\" class=\"lazyload img-responsive\"\/><\/a><\/span><div class=\"fusion-text fusion-text-4\" style=\"transform:translate3d(0,0,0);\"><h3>More information<\/h3>\n<p>Hope this helps. Check out our <a href=\"http:\/\/www.okappy.com\/support\/\">help and support<\/a> centre for more tips and advice or find out more about <a href=\"http:\/\/www.okappy.com\/job-management\/\">Okappy Job Management<\/a>.<\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><style type=\"text\/css\">.fusion-fullwidth.fusion-builder-row-3 { overflow:visible; }<\/style><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"<p>See how you and your engineers can view job history for a customer or site<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[313],"portfolio_skills":[],"portfolio_tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v16.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>View job history for a customer or site<\/title>\n<meta name=\"description\" content=\"With 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