The Customer Activity Feed gives you a complete view of everything that has happened across all of a customer's work orders, all in one place — without having to open each order individually.
Where to Find It
Open any customer profile in Boatyard and scroll to the bottom. The Activity Feed section is at the bottom of the page.
What It Shows
The activity feed displays a running log of all activity across every work order for that customer, including:
Orders
Estimates
Invoices
Payments
Media files
Inspections
Forms
Galleries
Status Updates
And credit card requests
Filtering the Feed
You can narrow down the activity feed in two ways:
Filter by activity type — Use the filter buttons across the top to show only the activity types you're interested in.
Filter by date range — Add a date range to see activity from a specific period only.
When to Use It
The activity feed is useful any time you need a quick overview of a customer's history — whether you're preparing for a conversation with a customer, checking on recent activity, or reviewing what's happened across a busy account.
A Note on Historical Data
The first time you open a customer's profile, the activity feed may take a few moments to load while our system grabs the historic data.
Once loaded, most activity types will show the customer's full history, including invoices, and payments. However, the following activity types will only show activity going forward from when this feature was released:
Status Updates
Galleries
Credit Card Requests
Historical data for these activity types isn't available in the feed, but you can still find it in the timeline on each individual work order.