Managing your service history
TruePro keeps a complete, permanent record of every job completed on your body corporate account. This service history gives you a reliable audit trail for trustee meetings, AGMs, insurance claims, and financial reconciliations. This article explains how to view your history, download documents, and use the records for reporting.
Viewing past jobs
- Log in to your body corporate account.
- Go to Jobs and select the Completed filter to see all finished jobs.
- Use the property filter to narrow the list to a specific building or scheme.
- Use the date range filter to focus on a particular month, quarter, or financial year.
- Click any job to view its full detail — the original job request, the accepted quote, all messages, completion photos, and the completion note from the technician.
Payment history
Go to Account > Payment history for a list of all platform payments made. Each entry shows the job reference, property, PO number (if used), tradesperson name, date, and amount. You can filter by date range and property.
Downloading invoices
For each completed and paid job, TruePro generates a formal invoice that can be downloaded as a PDF. The invoice includes:
- The tradesperson's business name, VAT number (if applicable), and contact details.
- The job description and property address.
- Line item breakdown matching the accepted quote.
- VAT breakdown (if applicable).
- Your PO number.
- Payment date and reference number.
To download an invoice: open the completed job and click "Download invoice" in the documents section.
Audit trail
Every action on a job is logged with a timestamp and the user who performed it. This audit trail is visible in the job's activity log. It shows when the job was posted, when quotes arrived, when the quote was accepted, when the appointment was scheduled, when the technician arrived, and when the job was completed and paid. This level of record-keeping meets the documentation requirements of most sectional title and HOA governance frameworks.
Exporting records
You can export your full job and payment history as a CSV file for use in your accounting system. Go to Account > Export records, select the date range and property filter, and download the file.