Workflows
Adding an Expense
Adding an Income
Adding a Quote
Adding an Invoice

Page-Specific Help
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Software Requirements
Job Management
Expenses
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Booking Confirmations
Subscription (repeating) Jobs
Communications Log
Document Management
Search
Call Log
Invoicing
Email Footer
System Setup Rules
User Management
Password Reset
Teams
Customer Management
Supplier Management
Quotations
Status
Recording Income
Job Management
Contacts
Dashboard
Products
Admin
Monthly Income
Monthly Expenses
Yearly Invoice Overview
Debtor Management
Profit and Loss
Yearly Expense Overview
Job Status Page
Appointments List Page
Payments Page
Invoices Page
Expenses Page
Expense Categories
Tax Year Setup
Income List
Expense List
Archiving Expense
Invoices for Period
Job Statuses
Job Contact
Purchase Orders
Expense refund
Archiving Income
Email monthly data to accountant
Reminder SMS
Case Study 1
Case Study 2
Case Study 3

Call Log

  • The call log is designed to record a communication which requires action


  • It allows a communication to be created by a member of staff for a specific account contact


  • It allows the communication to then be assigned and reassigned between staff members and finally set as “complete” with completion notes


  • When a customer is selected the communication log will also show recent jobs and communications, allowing the creator of the communication to have a good overview of the current status of the account


  • When a call is created, the communications log will time stamp the call time. When a note is made to the call, this is recorded with a time stamp and when the call re-assigned to another user or set as “complete” this is also time stamped and recorded. This makes it possible to measure the length of time the call has been active – particularly useful in trying to improve response times to customers