Link contacts to schedules and view history
Review upcoming, completed, and canceled work for each contact.
4 min read
Linking a saved contact to a work schedule brings the schedules for that customer or person together in one place.
Link a contact
- 01
Create or edit a work schedule
Choose a work form that includes contact details.
- 02
Choose a saved contact
Instead of entering the person again, select them from ILJI Contacts.
- 03
Open history from the contact
Go to the contact's detail screen to review linked schedules.
What contact history shows
- Upcoming, completed, and canceled schedules
- Schedule counts by status
- The date and key details of each schedule
- A link to open the full schedule record
Ways to use contact history
- Review the previous visit date and details before booking the next one.
- Compare checklists and photos from completed schedules when the same request happens again.
- Separate upcoming and canceled schedules before contacting the customer to confirm plans.
- Open a schedule from history when you need its full work record or document.
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See the full flow from booking a customer visit to recording the work and sharing a completed document.
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