How do I see a client's history?

Updated 8 Sep 2026

Open Clients. Click the name. The profile has tabs for jobs, quotes, invoices, notes, files, and Recent Activity.

1. Click Clients.
2. Click the client name.
3. At the top you see Active or Prospect, plus Total Jobs, Revenue, Expenses, and Profit.
4. Use the tabs:
   • Jobs — every job for this person
   • Quotes
   • Invoices
   • Notes — notes on the client (not the job)
   • Attachments
   • Recent Activity — one newest-first feed
5. On Recent Activity, click Open job, Open invoice, or Open certificate to jump.
6. Review email likely opened means a person likely read the mail. Bot and scanner opens are left out.

A prospect becomes Active when you click Start on their first job.

There are two other "history" places. Do not mix them up:

• Recent Activity (this page) — the whole client.
• Client history on a job panel — other jobs for the same person.

Agents only see a client profile if they have a job for that person.