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PestFreeCanada's avatar
PestFreeCanada
Contributor 5
19 days ago

Does Jobber keep a log of changes to an account?

Bit of a story here, a friend of mine who is a District Manager for a large wildlife removal company recently ran into a problem where a sales consultant was stealing. The employee would quote a job and tell a customer that if they sent him an email transfer or paid cash, he would give them a special price. When they did, he would go into their CRM customer profile and change the email and phone number so the AR department couldn't contact them for payment (They are not using Jobber by the way).

My friend finally figured it out when he would look at the logs of the client communication and noticed when all the changes where made and by who. Also it logged what the information was changed FROM and could then contact the client. The house of cards fell pretty quickly once he found out how to access that information because as he called the customers they said they paid the employee. They provided screenshots of text messages, e-transfer confirmation emails and even a Ring camera video of a customer handing him cash!

I wonder if Jobber has this logging of information built into it too? If this would ever happen in Jobber, can a Jobber used find out when information was changed and by who?

1 Reply

  • Conrad's avatar
    Conrad
    Contributor 4

    I don't really see this as an issue if your business is setup correctly...

    No single person should have control over money, that's pretty much standard process. For example large businesses who need to pay big invoices, payroll, etc. will require multiple authorisations before a payment is processed. 

    Same principle if a sales guy is accepting payments - it shouldn't happen! They handle the sales, your office/AP handles the money. 

    It's something every business should absolutely be aware of, and as your business grows you need to continually keep track of the access level available to staff, and make sure there's a degree of separation. Basically it's not a software issue, it's an organisational structure and process issue. 

    Having said that, yes an audit log would be nice.