How to Track Job History

Modified on Tue, 9 May, 2023 at 1:46 PM

There can be a lot of hands involved in the management of a construction project. With changes such as fund injections, line item transfers, draw approvals and more, CoFi offers peace of mind to lenders by tracking each change in Job History. 


Tracking this information can mitigate risk, provide an up-to-date record of events, and offer helpful information during auditing.


Job History is accessible for each unique profile by clicking the Job History tab. 


Important Note: This feature is accessible to lender profiles only. Borrower and General Contractors do not have access to this data. 


How do I track job history?



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