The order log

The Order Log sits beside the conversation at the bottom of the order window. Every change to the order is a line in it, newest first.

Read a line

Each line tells you:

• Who — the round icon shows who did it. Hover over it to read: Office user (their picture or initials), Customer, Crew, Automatic — done by the system, Ed, the AI assistant, or The AI receptionist.
• What — in plain words, with the old value crossed out and the new one beside it. On a multi-day move the day is named (for example Day 2 · Crew Size).
• When — date and time, to the second.

Payment lines show the amount, the method, the card's last four digits and any tip, fee or discount.

How the crew, trucks, rate and hours changed

A change to the Crew Size, the Trucks, the Hourly Rate or the Labor Time says in brackets how it changed, on the same line:

• picked in Edit Crew Size (or picked in Edit Trucks) — someone chose the number. A typed hourly rate says typed by hand, and hours chosen with the calculator off say picked by hand.
• put back to the calculator's number (or rate) — someone pressed the reset arrow beside it.
• worked out by the calculator after the … change — nobody had picked it, and the calculator moved it after something else changed: the inventory, the move size, the move date, an address, the packing, the crew or the service type. When nothing names the cause, the line says worked out by the calculator.

For example: Updated Crew Size from '4' to '3' (picked in Edit Crew Size). On the closing and the bill of lading the line says picked in the closing or picked on the bill of lading, and a signed change order says set by the signed change order.

Saves of the job's paperwork are in the log too: Order Bill of Lading was saved by … for every change on the crew's bill (the materials, additional services and times added or changed, and the totals), and Order Closing was saved by … for every change the office saves on the closing.

Filter the log

Press Display to choose what to see:

• All Types, or one kind: Status, Schedule, Price and payments, Crew and trucks, Addresses, Inventory and services, Customer details, Order details, Emails and texts, Customer page (what the customer did on their own page), Documents and photos, Notes and tasks, Job progress (the crew's steps on the day), Reminders, Views (who opened the order and for how long) or Other. Only kinds with lines in this order are offered, with how many.
• Did not go through — changes and sends that failed, with the reason.
• Calls and emails logged manually.
• By who — one person's lines only.
• Show views and team alerts — switch on to include who opened the order and the team's alerts, which are hidden to start with.

Press the pop-out button to read the log in a bigger pop-up.