Use the Project to review the work already recorded. Activity, notes, time and handovers have different meanings, so open the relevant section for the detail.
1. Review activity
Open the Project’s Overview and read its activity. Check the date and author of an entry before following its link.
2. Open the source record
Use Notes, Timesheets, Files, Quotes, Variations or Invoices to inspect the current records. Your permissions determine what is visible.
A signature does not confirm payment, and an accepted Quote does not confirm that a Visit took place.
3. Find a saved handover
On Overview, open Completion and Customer sign-off. Inspect the description, signer and retained evidence. Use Earlier handovers to find older saved versions when available.
The current unsigned handover may offer Get sign-off to resume that version.
If something is missing
Check the original save result, Business and connection. Refresh the record after reconnecting. If only part of a capture saved, return through its notification and continue with the unresolved items.