Having a clear record of what happened and when is essential for accountability and troubleshooting. Activity logs and history views give you the transparency you need to keep your operation running smoothly.

Admins can monitor user and project activity across customers, proposals, projects, and offices. These activity logs provide oversight of platform progress and make it easy to track user actions. This article goes over where to find each activity log. Customer activity logscan be viewed on the customer’s proposal page. Simply click“View Customer Logs”.Theproposal activity logcan be found inside the customer’s proposal. Click“Proposal Activity” in the left menu to access the information. Theproject activity logcan be found on the project details page. Click“Project Activity Log” to get access. Office activity logscan be found by clicking on the office card and accessing the office details page. Click“Office Activity Logs” to see more information. User profile activity logsallow users to track permission adjustments and user profile edits or creation. The activity log can be found within the user profile, for example, Admin. Click“View Activity” to see the activity log. Related ArticlesHow to Set Up Sales to EPC ChatHow to View E-Sign ActivitiesHow to View CommissionsSeptember 9th ReleasesOctober 7th 2025 Releases

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.