Every Message, Note, and Update in One Unified Timeline
Track all SMS messages, emails, internal notes, and status changes per client. Never lose context on what was said, when, or by whom.
The Problem
Fragmented communication across personal phones, inboxes, and sticky notes makes it impossible to get a clear picture of client interactions.
Lost Conversation Context
When a client calls with a question, your team scrambles to find previous messages. Texts live on personal phones, emails sit in individual inboxes, and nobody can piece together the full conversation history.
No Accountability on Follow-Ups
Without a central record, it is impossible to verify whether a message was sent, received, or read. Promises made to clients go untracked, leading to missed commitments and eroded trust.
Internal Notes Disappear
Important details about client preferences, site access codes, or special instructions get jotted on paper or texted between team members. When a different technician visits next time, that knowledge is gone.
How It Works
Key Capabilities
Unified Activity Timeline
All communication types appear in one chronological feed per client. SMS, email, notes, and system events are intermixed to give a complete picture of every touchpoint.
SMS Message Logging
Every outbound and inbound SMS is recorded with timestamps, message content, and delivery status. The log includes opt-out handling and STOP/START compliance events.
Email Activity Tracking
Emails sent through the CRM, including invoice deliveries and notification messages, are logged with subject lines, recipients, and send status for complete visibility.
Internal Notes System
Add free-text notes to clients, work orders, and invoices. Notes support the activity log pattern and are scoped to your organization. Perfect for client preferences, access codes, and job-specific instructions.
Automatic Audit Trail
Status changes on work orders and invoices generate automatic log entries. You can see exactly when a job moved from scheduled to in progress to completed, and who triggered each change.
Entity-Scoped History
Communication history is available at both the client level and the individual entity level. View all messages for a client, or filter to see only activity related to a specific work order or invoice.
See It in Action
Explore how a centralized communication history keeps your entire team aligned on client interactions.
Total Messages
SMS Sent
Emails Sent
SMS: Appointment reminder to Sarah M.
Delivered 2 min ago
Email: Invoice #1042 sent to Greenfield LLC
Sent 15 min ago
SMS: Job completion notice to David C.
Delivered 1 hour ago
Email: Estimate follow-up to Martinez Corp
Failed 3 hours ago
Frequently Asked Questions
No. Internal notes are strictly organization-only. Clients never see notes added by your team members. The client portal only shows work order details, invoices, photos, and official messages sent through the system.
The activity timeline retains all records for the lifetime of your account. There is no automatic purging or archiving. Every message, note, and status change remains searchable and accessible from the client detail page.
You can view the full timeline on the client detail page. CSV export covers client records, work orders, and invoices. For compliance or legal needs, the activity log provides a complete audit trail of all interactions.
Yes. Every entry in the communication timeline includes the user who initiated it and a timestamp. For automated messages like appointment reminders, the system is recorded as the sender with the triggering event noted.
Pricing
Included in Every Plan
Communication history, notes, and audit trail are included on all tiers at no extra cost. SMS and email sending are billed at pay-as-you-go rates: $0.05/SMS outbound, $0.03/SMS inbound, $0.01/email.
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