Logging Activities
Record customer interactions and tasks in Readybuild.
Quick Log
- Open a project or contact
- Click Log Activity
- Select the category and subcategory
- Add details, date/time, and notes
- Click Save
From Calendar
Activities can also be created when scheduling appointments. See Calendar.
Activity Details
When logging an activity, record:
| Field | Description |
|---|---|
| Category | Appointment, Call, Task, Email, etc. |
| Subcategory | More specific type (e.g., 1st Appt, Outbound Call) |
| Date/Time | When it occurred or is scheduled |
| Duration | How long it lasted |
| Result | Outcome (Ongoing, Completed, Cancelled) |
| Notes | Details of the conversation |
| Team Members | Other staff involved |
| Travel Time | Optional travel time for appointments |
Viewing Activities
On a Project
The Activity tab shows all activities related to that project.
On a Contact
View all activities across all projects for that contact.
Activity Reports
See Sales Reports for activity summaries.
Best Practices
- Log activities immediately after they occur
- Use correct categories and subcategories for accurate reporting
- Mark 1st Appointments correctly to track sales pipeline milestones
- Add to calendar for appointments you want synced externally
- Schedule follow-ups to maintain consistent customer communication
- Complete activities promptly when finished to keep records accurate