Customer Job History keeps building in the mobile app as jobs get completed but it's important to note that when you uninstall and reinstall the app, not all job history is retrieved after reinstalling the app.
Customer Job History is definitely accessible in Ascora web but should there be instances when you need to go back further and retrieve older job history for a certain customer, you can use the Retrieve Client History tab in Android app.
There is just a certain amount of history that can be retrieved and if after doing Retrieve Client History you are still unable to see certain completed jobs, please have your office admin access it in Ascora web instead.
1. Log into your Ascora App and press on the Menu located on the upper left part of the screen.
2. Select Customers.
3. Search for the customer name with job history you wanted to retrieve.
In this example we search ACME and select the one with address as 110 Chester Pass Road.
4. Tap on Retrieve Client History icon and select Yes.
5. Depending on the amount of data being retrieved it could take a few seconds or a couple of minutes and once completed, you can navigate to Jobs tab to see the retrieved data.
Image on the left is Jobs tab showing only one job for customer ACME but image on the right is Jobs tab showing more jobs displayed after retrieving Client History.
|
|
