Filtering Jobs in the Job List

Topic

To easily search for jobs based on specific criteria, you can utilise the job filters within the Job Dashboard. Follow these steps:

Instructions

1. Locate the available job filters within the Job Dashboard interface.
2. Select the desired filters based on your search criteria.

• Job Status: Filter jobs based on their assigned status.
• Scheduled: Filter jobs based on the date they are scheduled for. This looks at the dates of the job's appointments, so jobs without any appointments in the selected date range will not appear in the results. If you need to find a job that has no appointments scheduled, select Scheduled Anytime to remove the date filter.
• Assigned: Filter jobs based on their assigned staff member(s).
• Categories: Filter jobs based on their assigned category.
• Search: Search jobs by job number, site address, customer name or reference, and the site's name, contact, phone, email, street and postcode. Every word you type has to appear in the same field, so pasting a full address will often return nothing, because the address is split across the site name and the address lines. Search one part at a time instead, e.g. just the postcode, or just the street name.

3. You can stack multiple filters on top of each other to narrow down your search further.

Additional Information

To check out how you can customise the Job Dashboard's view here: Filtering Jobs in the Job Dashboard