Milestones

This screen is showing a history of everything on the job.

You can Hide/Unhide system Milestones and this will show you everything that has happened on the job. This can be used as an audit trail and can help when trying to find out if a document's was created/printed/emailed.

You can create a Milestone Profile here, and this can create your own Milestones/Events. You can auto email a customer or manually by clicking the email button on the required line.

Your customer will see a email like this.