Search & Filter Jobs - Desktop

You may want to quickly search your job list for jobs from the past, present or future at any time.  This can be easily achieved using the Search for field or apply Filter(s) function.  You can select a Jobs List from the Jobs drop down menu and Search and Filter Jobs in that list: All Jobs, Archived, Internal, Unscheduled or Overdue. 

Navigate to Jobs and select All Jobs to Search and Filter your entire Jobs list




Search for...

The "Search for" field at the top of your Jobs list can help you access what you want.  You can enter a desired search term into the search bar to find a Job you are looking for.  Search for a Job by typing in the Job number, Job name, Customer, Address, Type or Status.  In this example we are searching by Customer.


Filter

Defining a Filter set will manipulate the Job List and reveal the information prescribed by the Filter you turn on.  You can choose to see Jobs by: Status, Type, Pricing Type, Priority, Customer, Assigned To, Due Date, Unscheduled Jobs, Internal Jobs or Archived jobs.   In this example we have requested to Filter by Customer: Browns family.

Step 1: Select Filters, turn On the Customer Filter and select Add




Step 2: Select the Customer from your Contacts list



With the Customer Filter on, our job list reveals only jobs associated with that Customer: Browns family.




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