The client timeline
Every client profile has a Timeline tab: one stream showing everything that has happened with that client, and everything still coming up. Instead of checking the Invoices tab, then Appointments, then their follow-up sequence, you read one list top to bottom.
Upcoming and past, split by a NOW marker
The timeline runs newest-first. Everything still ahead sits above a NOW divider; everything that has already happened sits below it.
That upper block is the part most people open the tab for — the invoice due next week, the site visit on the 3rd, the follow-up email that goes out Tuesday, the warranty expiring next month. If nothing is scheduled, the divider sits at the top and the tab reads "Nothing scheduled".
What shows up
Invoices — created, sent, every status change, and the due date (marked past due once it lapses). Once an invoice is paid or cancelled its due date drops off, since it is no longer something to act on.
Payments — dated by the day the money moved, not the day it was keyed in. A cheque dated the 3rd and entered on the 17th sits on the 3rd, with "recorded Aug 17" underneath.
Appointments — past and upcoming, with their status. Cancelled and no-show appointments always read as past, even if the date is still ahead.
Proposals — created, sent, viewed by the client, accepted (with the signer's name) or declined, plus the expiry date from Valid until.
Emails — follow-up workflow emails that were sent, failed, or are still scheduled, and any payment reminders that went out.
Notes — everything from the Notes tab, plus notes on the client's invoices, shown in context.
Changes — edits to the client's details and their status changes, with who made them.
Assets — assignment, service visits, and upcoming warranty expiry or next service date.
Projects — created, start, due, completed and contract-signed dates.
Filtering
The chips across the top narrow the stream — tap Invoices and Payments to read just the money, or Emails to see what the client has actually received. Filtering is instant; nothing reloads. Tap a chip again to clear it, or use Clear to reset.
Each chip carries its total. A chip with no events is greyed out, which is information too: it tells you nothing of that kind has happened yet, rather than hiding the category entirely.
Scheduled follow-ups can be conditional
A follow-up email is only sent while the client is still in the status its sequence belongs to. If someone moves on — say the sequence runs on Lead and the client is now Active — the step still appears on the timeline but is marked Conditional, with a dashed line and a note explaining why:
Paused — client is in "Active", this sequence runs in "Lead"
That step will not send unless the client returns to that status before its scheduled moment. Marking it rather than hiding it means you can see what would have gone out. See follow-up workflows for how the timing works.
Times and dates
Appointments and emails show real times; due dates, payment dates and expiry dates are calendar days with no time attached. Scheduled follow-up emails show the time zone their sequence uses — so a step set for 9:00 AM Eastern reads "9:00 AM EDT" even if you're reading it from California. That's the time the client will receive it.
What your plan affects
The timeline works on every plan, but some categories depend on your subscription:
- Proposals and Projects need those features; their chips show a padlock otherwise
- Changes is visible to owners and admins only, and how far back it goes depends on your plan's activity-log retention — the tab tells you the limit
- Everything else — invoices, payments, appointments, emails, notes, assets — is available on all plans
Records themselves are never trimmed. Only the Changes category (profile edits and status changes) is subject to retention; your invoices, payments and appointments stay on the timeline as long as they exist.
Tip: The Notes tab is still where you write notes. The Timeline is for reading them alongside everything else that was happening at the time.