Understanding the Unified Contact Timeline
Learn how to use the contact timeline in Local Business Pro to see all customer interactions in one place.
Quick Answer: The unified timeline shows every interaction with a customer in chronological order - calls, texts, chats, estimates, jobs, invoices, and notes. Access it from any contact's detail page.
What the Timeline Shows
- Phone calls with AI transcripts and summaries
- Text messages (SMS conversations)
- Website chats from your chat widget
- Estimates created, sent, approved, or declined
- Appointments scheduled, rescheduled, completed
- Jobs created, assigned, status changes
- Invoices sent, viewed, paid
- Notes added by your team
How to Use the Timeline
- Navigate to Operations > Contacts
- Click View on any contact
- Look for the Activity or Timeline tab
- Scroll to see all interactions in order
- Click on any item to see full details
- Use filters to show only specific types (calls, invoices, etc.)
Timeline Benefits
Before callbacks: Quickly see what was discussed and promised
During calls: Reference past interactions while talking
For disputes: Find records of what was agreed upon
For context: Understand the complete customer journey
Frequently Asked Questions
Q: How far back does the timeline go?
A: It shows all recorded history since the contact was created.
Q: Can I add manual entries to the timeline?
A: Add notes to create manual timeline entries for offline interactions.
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Last updated: February 1, 2025