Overview
Commercial work in SmartMoving is organized in a three-level hierarchy: Account > Project > Job. An account represents the customer relationship, a project groups related work under a purchase order or scope, and jobs are the individual moves performed within a project.
The Activity tab gives you a running history of what has happened and who did it. It appears on the account and on each project, and you can drill into a single job's activity from the project.
Level | Where Activity Appears | What You See |
Account | Account Details page > Activity tab | Changes to the account itself, such as its details, contacts, departments, rates, portal access, files, documents, and notes. Select a project from the dropdown to see that project's activity. |
Project | Project Details page > Activity tab | Changes to the project, shown as Project-Level Activity |
Job | Project Details page > Activity tab > select the job from the dropdown | Audit trail of changes to that specific job |
Before You Start
Available to companies with Smart Pro.
You must have Accounts permission.
Project activity needs at least one project, and job activity needs at least one job on that project.
Account-Level Activity
The Activity tab on the Account Details page opens on the account's own activity, labelled with the account name, for example Harbor Point Logistics Account. The same dropdown lists every project on the account.
For what the account timeline records, see Account Documents and Activity.
To view account-level activity:
Open the account's detail page.
Click the Activity tab. The account's activity appears.
(Optional) Click the dropdown and select a project to see that project's activity without leaving the account.
đĄ SmartTip: Use account-level Activity when a customer calls about a change to their contacts, portal access, or documents. Switch the dropdown to a project when the change was made on project work.
Project-Level Activity
The Activity tab on the Project Details page opens on Project-Level Activity, the changes made to the project itself. Changes to rates that belong to the project appear here. The same dropdown lists the jobs in the project.
To view project-level activity:
Open the account's detail page.
On the Overview tab, click a project name in the Projects table.
Click the Activity tab. Project-Level Activity appears.
Each activity entry shows:
The date and time the action occurred
The user who made the change
A description of what changed
Job-Level Activity
There is no separate Activity tab on the individual job detail page. To see a single job's audit trail:
Open the project that contains the job.
Click the Activity tab.
Click the dropdown and select the job.
Typical entries include:
Job creation and status changes
Edits to job information, dates, or service type
Changes to job pricing, rates, or charges
Assignment changes
Document uploads tied to the job
When nothing has been recorded, the timeline displays "No recent activity."
Filtering Activity
Filter | What It Does |
Activity dropdown | Chooses whose activity to show. On an account: the account, or one of its projects. On a project: Project-Level Activity, or one of its jobs. |
Date range | Appears on a project's Activity tab when a job is selected. Choose All Dates, Last 24 Hours, Last 7 Days, Last 14 Days, or Last 30 Days. Defaults to All Dates. |
đĄ SmartTip: When investigating a specific job, select the job and set a narrow date range such as Last 7 Days. Widen the range only if you don't find the entry you're looking for.
Note: The Activity timeline is read-only. Entries are generated automatically as users work in the system and cannot be edited or deleted.