View a Customer's Job History
To view a customer's job history in the HCP web portal:
Open a Customer Profile.
Select the Jobs tab.
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 exporting your Jobs list! 🔎
Optional: Customize job history columns
Click the Select columns to view button (3 bar icon) above the list on the right to edit which columns are displayed:
# (job number)
Job created date
Job scheduled for
Job completed date
Customer (display name)
Address
Description
Lead source
Amount (total price of the job)
Status (of the job)
Payment (status)
Notes
Employees
Tags
Optional: Filter job history
Click the Filters icon to narrow the list by job scheduled date or by lead source.
📌 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 filtering your Jobs list! 🔎
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.