Job comments and history
Each job keeps its comments and change history, and finished jobs can be archived and restored.
The problem it solves
The conversation about a job is spread across emails and chats, so the next person cannot see what was decided.
How it works
- Open a job.
- Discuss it in the comments and see every change in its history.
- Archive the job when it is finished, and unarchive it if needed.
What your practice gets
- The discussion stays with the work.
- A history of changes to the job.
- A tidy board with archived jobs out of the way.
Questions accountants ask
Is the history kept when I archive?
Yes. Archived jobs keep their comments and history.
Can I restore an archived job?
Yes.
Who can comment?
Team members with access to the job.
Related features
Features that work alongside job comments and history.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoAssignees and My Tasks
Assign several people to a job, see your own work in My Tasks and claim unassigned work.
VideoJob templates
Create standard jobs from reusable templates, using the built-in ones or your practice's own.
Custom workflows and stages
Define your own workflows with ordered stages, such as preparation, review and sign-off, and set a default.
Recurring and snoozed jobs
Set jobs to repeat, change or stop the recurrence, and snooze a job until the date it matters.
Suggested jobs inbox
Review jobs the AI suggests from things like email and ATO information, and accept or dismiss them one at a time or in bulk.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.