As you build up more jobs, the main 'Jobs' dashboard can become a busy environment in which to work which is why we have a way to filter the view.
The system is set up to display jobs based on their:
- Assigned Field Worker
- Job Type
You can further filter using a date range as well as combination of any of these options.
You can save regularly used filters as a preset to make navigating to this content much faster.
You can also export any of the information you use here in a .csv/xls file format using the reports option in the 'Settings' menu (see 'Using Reports' for further help on exporting jobs).
Using Quick Filters
The jobs dashboard has a selection of quick filter options on the main title bar above the list of jobs. From this bar, you can see at a glance the breakdown of your jobs by status. By selecting any of these icons, you can filter the view by those jobs which match the selected filter type.
In this example, we have selected the 'Pending' status to change the display to show only those jobs that are marked as 'Pending':
Don't forget to select 'All' to refresh the screen once you have finished using the filter.
Using Custom Filters
From the main 'Jobs' dashboard, select the 'Filters' tab from the top menu pane:
From this selection, a drop down window with further options will appear:
The default view shows all jobs but you can use the radial tick boxes on the five filter pages to narrow the results shown in your dashboard.
From the sub-menu on the left hand side you can cycle between 'Status & Priority'. 'Customer', 'Field Worker', 'Date' and 'Job Type' to change the filter selection.
You can also use a combination of selections to produce a custom view. For example, you would like to display all of the jobs for one field worker within a given date range.
Leaving all of the other filters with ticks in 'All', navigate to the 'Field Worker' menu and deselect 'All' and tick only the field worker for whose jobs you wish to view:
Then, navigate to the 'Date' menu and select the date range required.
You can select from the preset date ranges of 'All Dates', 'Last 7 Days', 'Last 14 Days', 'Last 30 Days', 'Last month' or select a 'Custom dates' range. In this instance, we will select a custom range.
Once you have define all of the filters you wish to use on your custom view then you can either select 'Apply' to update the current display or, if you intend using the same filters again, you can save your selection as a preset.
Saving a selection of filters as a preset
By selecting 'Save as new preset', your choice of filters is saved so you can easily and quickly return to a frequently used selection of jobs.
In this example we are saving a preset filter for all jobs relating to one single customer. We have simply chosen one single filter, 'Jimmy's Restaurant and Bars':
By selecting 'Save as new preset' we are given an opportunity to give our filter selection a name:
Once you have given the selection a unique name you can select 'Save and Apply' to complete the process.
The selection is now saved in your files and the next time you wish to view this assortment of jobs you can simply select the named preset in the first drop down menu: