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History

Every change is on the record, and you can see who made it and why.

Undo Headroom's recent changes, filter to what it did, and trace any edit back to the email that caused it.

Home purchase · WireActivity
  1. Updated “Wire by”via email · Closing moved to Friday9:12 AM
    BeforeFri, Jun 26, 4:00 PMAfterFri, Jun 19, 4:00 PM
  2. MApproved by Marcus9:14 AM
  3. Flagged: Sells everything · she asked to keep munisvia Account_transfer_form_signed.pdf11:05 AM

Hartwell Wealth · Wealth advisory

Same Headroom. Built around each one.

Product drop · Site + emailActivity
  1. Updated “Drop price”via email · Final copy + new price9:12 AM
    Before$42After$48
  2. PApproved by Priya9:14 AM
  3. Flagged: Desktop only · no web embeddingvia Font_License_Agreement.pdf11:05 AM

Fieldnote Studio · Design agency

Civil motion · OppositionActivity
  1. Updated “Hearing”via email · Order advancing hearing to June 259:12 AM
    BeforeThu, Jul 2AfterThu, Jun 25
  2. PApproved by Priya9:14 AM
  3. Flagged: Says LA · her flight email says Chicagovia Client_declaration_signed.pdf11:05 AM

Marsh & Vale · Law firm

Every change, with its reason.

  • Before and after, side by side

    Every change keeps what the record looked like before it and after it.

  • Who, or what, made it

    See whether a person, Headroom on someone's behalf, or Headroom on its own made the change.

  • The why, attached

    Changes link back to the email or conversation that caused them, and Headroom can note its reasoning on a judgment call.

  • One timeline per record

    Changes, emails and comments sit together, newest first, with @mentions that notify your team.

Common questions

Can I undo something Headroom did?+

Yes. Recent changes Headroom made can be put back with one click.

Can I filter to just what the AI did?+

Yes. The activity feed separates Headroom's changes from your team's.

Who can see the history?+

You decide. Access to a record's history and comments has its own permission.

More of Headroom

  • SLSarah Lin9:14

    Re: Order #4471

    Can we push delivery to Friday? Our dock is closed Thursday.

    Order #4471Updated just now
    ClientHartley & Co
    DeliveryFri 15 Oct
    EmailReads Gmail and Outlook and updates the right record.
  • Quote · Hartley & Co

    $12,400

    MR

    Marcus Reid

    Signs off quotes over $10k

    ApproveAsk
    Approved · sent to client
    Sign-offsAsks the right person before anything goes out.
  • PDFInvoice_4471.pdf
    Qty40 units
    Total$12,940 ≠ quote
    Documents
  • Call with Hartley · 12 min
    Send revised quoteTuePS
    Book the deliveryFriMR
    Calls
  • Who owns what

    Quotes over $10kMarcus approvesMR
    DeliveriesPriya schedulesPS
    Client emailsSarah repliesSL
    Never ship before payment clears
    Business mapKnows who owns what and which rules can't bend.
  • ClientStageOwner
    Hartley & CoWonPS
    Brook StreetDeliveryMR
    NorthwindInvoiceSL
    Workspace
  • Intro callThu 14 · 30 min
    10:0011:302:003:30

    Booked · Hartley record ready

    Calendar
  • Order inCheckedApprovedShipped
    Processes
  • New order

    Company

    Hartley & Co

    PO number

    4471

    Forms
  • Hartley & Co portal

    Your orders

    #4471Delivered
    #4402Delivered
    Portals
  • Delivery → Fri 15

    From Sarah's email · 9:14

    Status → Approved

    Marcus · 9:02

    You're hereHistory
  • Order #4471Finance
    DeliveryFri 15
    Margin32%
    Permissions
  • GmailOutlookSlackWhatsAppDrive

    ● Filed from Drive

    Integrations
  • Which orders ship late this week?

    Two, both pushed by the client:

    #4471 Hartley & Co → Fri · #4480 Brook Street → Mon

    AskAnswers from your own records.

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Headroom (n.) The distance between where a business operates today and where it could operate at full potential.

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