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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.  

Search for a Job

Step 1: Navigate to your Jobs list

  1. Select Jobs

  2. Select All Jobs

Step 2: Search for a Job

  1. Type into the Search for field at the top of your Jobs list
  2. You can search by Job Number, Job Name, Customer, Address, Type, or Status
  3. Your Jobs list will update to show matching results.

Filter your Jobs list

Filters let you narrow your Jobs list by Status, Type, Pricing Type, Priority, Customer, Assigned To, Due Date, Unscheduled Jobs, Internal Jobs, or Archived Jobs.

Step 1: Open the Filter options

  1. Select Filters

A list of all available filter options will appear.

Step 2: Apply a filter

  1. Select the filter type you want to use (e.g. Customer)
  2. Select Add
  3. Search for and select the value you want to filter by (e.g. a specific customer name)

Your Jobs list will update to show only Jobs matching the filter applied.

Step 3: Clear your filters

  1. Select Filters
  2. Either select Clear Filters to remove all filters at once, or toggle individual filters OFF