Activity Feed Overview
The Activity Feed helps you track what’s happening across your jobs and estimates in Housecall Pro. It provides a clear timeline of actions taken by your team and the system, such as scheduling updates, invoice changes, payments, and customer communications, so you can quickly understand what happened, when it happened, and who was involved.
The Activity Feed is especially useful for:
Reviewing Job or Estimate history and changes.
Verifying payments or Email and SMS communications.
Monitoring Employee actions.
Review sent Invoices, Estimates, and Service agreements.
There are three types of Activity Feeds available: the Global Activity Feed, Customer Activity Feed, and the Job or Estimate-Specific Activity Feed.
Global Activity Feed
Use the Global Activity Feed to view all available activity across your HCP account. Activities are displayed in chronological order, with the most recent events at the top.
To access and view your Global Activity Feed:
Click your profile picture or initials in the top-right corner of your HCP account.
Then, select Activity feed.
Customer Activity Feed
The Customer Activity Feed gives you a complete view of everything related to a specific customer. From here, you can scroll through the customer’s entire activity history in one place.
To access and view a customer's Activity Feed:
Open a Customer profile and select the Profile tab.
Then, scroll down to the Activity feed section.
Job or Estimate Specific Activity Feed
Use the Job-Specific Activity Feed to view activity related to a single job or estimate. This shows a live timeline of actions taken for that specific Job or Estimate.
To access and view a Job or Estimate Activity Feed:
Open a Job or Estimate page.
Scroll to the bottom of the details page to view the Activity feed section.
How to Read the Activity Feed
Each activity entry includes details to help you understand what occurred.
Color coding
Green: Successful payments (cash, check, or card)
Red: Failed actions (such as emails or payments that did not go through)
Black: General updates and changes.
Expand an Activity
Click the drop-down arrow next to the activity to view details like:
The employee who performed the action.
The device used.
Failure reasons (if applicable for red entries)
📌 Note: Not all activity entries include the same details. The information shown in the activity feed depends on the specific action that occurred.
🔎 For more information related to Email delivery, check out our help article Check Email Delivery Status to learn how to review email delivery details.
Types of Activity You’ll See in the Activity Feed
The Activity Feed shows a wide range of actions and updates across your account. Below are examples of the types of activity you may see. The activities shown depend on the actions taken and the features enabled on your account.
Job & Appointment Activity
Job or Estimates created or converted.
Appointments scheduled, dispatched, started, or completed.
Status changes like On My Way or Finished.
Recurring job scheduling and dispatching.
Commission assignments and changes.
Line items updated.
Invoices, Payments, Deposits & Refunds
Invoices created, sent, paid, voided, or refunded
Successful and failed payments (card, cash, check, ACH)
Automatic charges and payment reversals
Deposits created, edited, or removed
Estimates & Proposals
Estimates sent, expired, or approved/declined
Proposal status changes
Estimate setting updates (like expiration dates)
Service Plans
Agreements created, accepted, renewed, canceled, or restored
Payment successes or failures
Credit card, discount, and billing updates
Customer Communication
Invoice, attachment, and Notification Emails or Texts
Failed email or SMS attempts
Marketing Emails or Postcards
Notes, Attachments, Tasks, & Checklists
Notes created, edited, or deleted.
Attachments added, shared, or removed.
Tasks created, modified, or completed.
Checklists created, updated, or completed.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.