Forum Discussion

PestFreeCanada's avatar
PestFreeCanada
Contributor 5
2 months 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?

5 Replies

  • northcoast1's avatar
    northcoast1
    Contributor 2
    16 days ago

    I’d also suggest periodically exporting your client list and comparing it against previous exports. If someone started changing customer contact information to hide collections, those differences would become obvious pretty quickly.

  • hshoosier's avatar
    hshoosier
    Contributor 3
    17 days ago

    I have begged for an audit log for several years.  We had a new operations manager that was deleting JOBS (NOT a scheduled visit), so several of our routine maintenance clients were missed. Because I was only in the office 1 day a week, I didn't catch it for a few weeks.  By then, the activity log was already way past the date it happened.  At this point, I still didn't know they had been deleted, I thought they just disappeared.  After several long calls with Jobber support, they were finally able to see what happened, tell me who did it, and restore the jobs.   I have since removed the ability to delete anything from everyone's access.

    But yes, absolutely need an audit log - for SO many reasons 😟

  • krista's avatar
    krista
    Jobber Support Team
    1 month ago

    Hi PestFreeCanada​ and Conrad​ 

    Great question, and thanks for sharing that example, definitely a tough situation and a good reminder of why visibility and controls matter.

    In Jobber, there is an Activity Feed that shows the most recent actions taken within the account (up to the last 100 actions), based on your notification and activity preferences. This can help provide visibility into who is making updates and when.

    In certain cases, additional information may be retrievable with support from our team, though this is typically limited to more serious situations and may require further review.

    You can also manage team permissions and roles to limit access to sensitive actions, which can help reduce risk as your team grows.

    If you’re looking for something more specific in terms of tracking or controls, I’d love to hear more about your use case and can share that with our Product team!

  • Conrad's avatar
    Conrad
    Contributor 4
    2 months ago

    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.