Viewing service history

From the Customers list, click any customer to open their profile. Across the top of the profile there are tabs: Overview, Properties, Invoices, History. Click History.

You land on a chronological list of every job done for this customer, newest first. Each row shows the date, the property (if they have more than one), the services performed, the crew who did the work, and the job status.

• Date and time. When the job was actually completed (not just scheduled). For in-progress jobs, when it was started.
• Property. Address the job was performed at. Only shown if the customer has more than one property; otherwise hidden to save space.
• Services. What was done: mow, edge, blow, fertilize, aerate, etc.
• Crew. Which crew or technician did the work.
• Status. Completed, skipped, cancelled, or in-progress. Skips include the reason (weather, customer request, no access).
• Invoice link. If the job was invoiced, the row links straight to that invoice.

Above the list there are three filter dropdowns:

• Service type. Show only mows, or only fertilizing, or only the one-off cleanup you did last fall.
• Date range. This week, this month, this year, or a custom range. Useful when a customer asks about activity in a specific window.
• Crew. Show only jobs by a specific crew. Helpful when troubleshooting "the new guy keeps missing the back gate."

Filters stack. Mowing jobs done by Mike in April is one filter combination. Skipped jobs in the last 30 days is another.

Three things come up over and over:

Answering customer questions. "Did you come out last Tuesday?" Open History, see the row for last Tuesday, confirm. Or, "When was the last time you guys fertilized?" Filter to fertilizing, top row has the answer.

Spotting recurring issues. If the History tab shows six visits to one property in a month and only two of them are billable mows, you have a scheduling problem. Maybe you keep going out for skipped jobs that should have been rescheduled, or maybe a crew is double-booking. Pattern is visible in two seconds.

Finding upsell opportunities. A customer you have mowed twice a month for three years and never fertilized is a great candidate for a fertilization quote. Filter to mowing only, see how many years go by, and pitch them on aeration or pest control.

At the top right of the History tab there is an Export button. It generates a CSV of everything visible after your filters are applied. Common uses:

• Sharing a year-end summary with a commercial customer who needs it for their accountant.
• Building your own report on which customers are most or least active.
• Pulling history before migrating off Mowzey (we hope you do not, but it is your data).

A job you remember doing is not showing up. It might have been logged under a different customer (check if you have two records for the same person) or against a different property. Search the Jobs page directly by date to confirm.

Status says skipped but the job was completed. The crew may have forgotten to mark it complete in the field. Open the job and update the status; History updates in real time.

Need an even longer view across all customers? Use the Jobs page (not the per-customer History tab) and filter from there. That view is for the whole business; the History tab is for one customer at a time.