Events & Milestones

In this article:

• What are Events & Milestones
• Logging a Job Event on Web
• Logging a Job Event on Mobile
• Can events be edited?
• Events & Milestones in Reports
• Closing a Job

What is Events & Milestones?

Events & Milestones in Encircle let restoration teams capture and track the critical activities of a job. From the first customer contact through to job close, you can log job Events (which correlate to a job Milestone), see them in a timeline, and include them in reports. This gives contractors, adjusters, and customers a transparent record of progress — all in the same place as the rest of your job documentation. 

• Events = real-world actions you record with a date and time (e.g. Site Inspected, Work Started, Job Invoiced).
• Milestones = Automatically updated stages of progress based on the events you record (e.g. Work in Progress, Ready to Invoice, Closed).

Logging a Job Event on Web

1. Open the Events & Milestones menu on the right side of the page.

2. Click Log Event. 

   

3. Enter the date and time of the event (this can be entered in real time or retroactively).

4. Click Save. 

   

Logging a Job Event on Mobile

1. Tap the Job Events icon at the bottom of the page.
2. Tap the + button.
3. Select an Event.
4. Add the date and time of the event.
5. Tap Save.

Can events be edited?

Yes! Timestamps can be edited with full transparency into who created or modified them.

In the web app, hover your mouse over an event and click the pencil icon. Update the date and time of the event and save. Click Show More to view the edit history.

In the mobile app, tap the 3 dots next to an event and select Edit. Update the date and time of the event and save. To view the edit history, tap the job event.

Events & Milestones in Reports

You have the option to include Events and Milestones in Encircle PDF Report and the Hydro Carrier Report.

Closing a Job

When closing a job in Encircle, you want to provide a reason and as much detail as possible. This is important as it provides transparency to all involved about where the job sits and if there are next steps or not.

To close a job:

1. Open the Events & Milestones menu and click Close Job. 
2. Select a Reason for Closing (e.g Job Cancelled, Paid in Full, Homeowner Declined, etc)
3. Enter any extra details if applicable.
4. Enter the date and time of closing.
5. Click Save.

Closing a job locks down the event timeline for integrity, but jobs can be reopened if needed.

Updated November 27, 2025 03:24