Housecall Pro

To view a customer's job history in the HCP web portal:

Here, you'll see the list of all jobs linked to that customer.

- Here, you'll see the list of all jobs linked to that customer.

🛠️ Pro Tip: To export the customer's job history, click View advanced sorting and filtering under the total job count on the left. You’ll be directed to your Jobs list, filtered to show only that customer's jobs.

Learn more about <a href="https://help.housecallpro.com/en/articles/6797101-how-to-import-export-jobs-and-customers#h_9ac7c08c8e">exporting your Jobs list</a>! 🔎

Click the Edit columns button above the list on the right to edit which columns are displayed:

- Address
- Assigned employees
- Job amount
- Job completed date
- Job created date
- Job description
- Job lead source
- Job scheduled start date
- Job status
- Job tags
- Notes
- Payment status

- Click the Edit columns button above the list on the right to edit which columns are displayed:
 - Address
 - Assigned employees
 - Job amount
 - Job completed date
 - Job created date
 - Job description
 - Job lead source
 - Job scheduled start date
 - Job status
 - Job tags
 - Notes
 - Payment status

Click the Filter button to narrow the list by job scheduled date, lead source, or customer address.

- Click the Filter button to narrow the list by job scheduled date, lead source, or customer address.

📌 Note: Any filters or columns applied here will not be carried over to the Jobs list to export after clicking View advanced sorting and filtering. Learn more about <a href="https://help.housecallpro.com/en/articles/8241575-customers-job-estimate-list-reporting#h_9a65d9be28">filtering your Jobs list</a>! 🔎

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We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at <a href="tel:8588425746" rel="nofollow noopener noreferrer" target="_blank">(858) 842-5746</a>.

How to view a customer's job history from the Customer Profile.

Customer Profile: Job History

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Customer Profile: Job History

View a Customer's Job History

Optional: Customize job history columns

Optional: Filter job history