The activity log
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This feature requires a subscription to the SortScape Premium plan.
The activity log records who changed the items listed below, what they changed, and when it happened.
What the activity log records
Section titled “What the activity log records”These are the records the activity log tracks:
- Visits - Created, updated, completed, skipped, scheduled, rescheduled, removed from the schedule, or deleted. Email and SMS sent from a visit also appear.
- Notes - Created, updated, or deleted
- Properties - Created, updated, archived, unarchived, or deleted
- Job runs - Created, moved, updated, or deleted
- Invoices - Created, sent, paid, payment applied, updated from Xero or QuickBooks Online, or deleted
- Quotes - Created, sent, accepted, scheduled, declined, archived, unarchived, updated, or deleted
- Requests - Created, updated, converted, archived, unarchived, or deleted
- Issues - Created, completed, reopened, updated, or deleted
For example, if you reschedule a visit, mark it as completed, update a property address, or record a payment on a SortScape invoice, that action appears in your activity log.
How to access the activity log
Section titled “How to access the activity log”View all activity
Section titled “View all activity”1. Open Settings → System → Activity log.
2. You’ll see changes to the records listed above
View activity for a specific record
Section titled “View activity for a specific record”You can also see the activity history for individual jobs or properties:
1. Open a Job or Property page
2. Look for the Activity log menu option
3. Click it to see a modal showing only the changes made to that specific record
Understanding the activity log display
Section titled “Understanding the activity log display”Each entry in the activity log shows:
- Date & Time - When the change was made
- Action - What happened (e.g., “Visit completed,” “Property updated,” “Visit rescheduled”)
- User - Who made the change (or “System” for automatic changes)
- Details - The specific fields that changed, showing the old value and new value Invoice payment entries can show the payment amount, payment date, and payment method.
Example
Section titled “Example”Date: 07 Nov ‘25 11:43 AM
Action: Visit rescheduled
User: Sarah Johnson
Details:
123 Oak Street
Scheduled Date: November 15, 2025 → November 22, 2025
Status: Pending → Confirmed
How to filter the activity log
Section titled “How to filter the activity log”The activity log provides several filters to help you find specific changes:
By date range
Section titled “By date range”Use the date picker to view activity between specific dates. This is helpful if you’re looking for changes made during a particular week or month.
By action type
Section titled “By action type”Filter by the type of change:
- Visit actions - Created, Updated, Completed, Scheduled, Rescheduled, Deleted, and similar
- Note actions - Created, Updated, Deleted
- Property actions - Created, Updated, Archived, Unarchived, Deleted
- Job run actions - Created, Moved, Updated, Deleted
- Invoice actions - Created, Sent, Payment applied, Marked as paid, Deleted, and similar
- Quote actions - Created, Sent, Accepted, Scheduled, Declined, Archived, Deleted
- Request actions - Created, Converted, Archived, Deleted
- Issue actions - Created, Completed, Reopened, Updated, Deleted
By user
Section titled “By user”See only changes made by a specific employee. This is useful if you want to review what a particular person did.
Common use cases
Section titled “Common use cases”Investigating a discrepancy
Section titled “Investigating a discrepancy”If you notice something unexpected (like a date change or a deleted visit), you can check the activity log to see what happened, when, and who made the change.
Compliance & accountability
Section titled “Compliance & accountability”Use the activity log to demonstrate accountability to clients or for internal compliance purposes. It shows who changed the records listed above.
Understanding workflow changes
Section titled “Understanding workflow changes”If you’re confused about why a job status changed or when a property was archived, the activity log shows the complete history.
Auditing team activity
Section titled “Auditing team activity”As an admin, periodically review the activity log to ensure your team is making appropriate changes and following proper procedures.
Who can access the activity log?
Section titled “Who can access the activity log?”Only admin users in your account can view the activity log. This ensures sensitive information about changes is only visible to authorized employees.
How long is the data stored for?
Section titled “How long is the data stored for?”The log stores data for 90 days, after which it is automatically cleared.
How can I find deleted visits?
Section titled “How can I find deleted visits?”As an administrator, open Settings → System → Activity log to see all deleted visits.