Finding and filtering jobs

Table View turns the job list into one row per job with every field as a column. It is the view for answering questions about a lot of jobs at once — what is overdue, what is unbilled, what did we do for this client, who has too much on.

Work → Jobs, Table View

The counters

Work → Jobs, Table View

Four counters sit above the table and are the fastest read on the state of the operation:

Counter	What it tells you
Yesterday’s Jobs	What was scheduled for yesterday, split into done and still due
Today’s Jobs	The same for today — the number to watch during the day
Upcoming Jobs	What is booked ahead
Overdue Jobs	Jobs whose finish time has passed without being completed. The number that needs chasing

The columns

The table shows, per job: Job Code, Job Status, User(s) assigned, Client Name, Project/Site, Priority, Completion, Job Type/Services, Paid, Invoice Amount, Invoiced (a chip with the invoice number, or a cross when it has not been billed), Request, Client Sign, Job Amount, City and Created By.

Two of them repay a second look. Invoiced is how you find completed work that never got billed. Client Sign shows whether the client signed on site, which is what you reach for when a job is disputed.

Created By distinguishes jobs raised by a person from jobs raised by System — the occurrences of a recurring job or of a contract’s work pattern.

The arrows next to a column heading sort by it.

Choosing which columns you see

Table View → Columns Selected

The Columns Selected dropdown at the top right decides what the table shows. Untick what you do not use and the remaining columns get the width. Job Code cannot be removed.

Filtering

Show Filtering Options opens the full set of filters above the table.

Table View → Show Filtering Options

Filter	What it narrows to
Job Status	Dispatched, in progress, completed, and so on
User	One fieldworker’s jobs
Priority	Low, medium or high
Schedule Date	A day or a date range — the filter most often used first
Job Type/Services	One kind of work
Tag(s)	Whatever labels you put on jobs
Completion Notes	Text inside what the fieldworker wrote — for finding the job where someone mentioned a leak
Order Reference Number	The client’s own reference
State, City	Where the work was
Archived	Brings archived jobs back into view
Search By Extra Fields	Any custom field your account adds to jobs
Search by Equipment	A QR code, barcode, model number or serial number — finds every job that touched one particular unit

Search by Equipment is worth knowing about on its own. Scan the code on a machine and you get its whole service history: every visit, who came, what they did.

Four tick boxes cut the list a different way: Invoiced Job, Recur Job, Unscheduled Jobs and Signed Jobs.

Apply Filters runs them; Clear Filters puts the list back.

The plain Search box at the top searches across jobs without opening the panel, and the dropdown beside it limits what is being searched.

Editing from the list

Some columns can be changed without opening the job. Clicking the User(s) cell, for instance, opens the list of fieldworkers with the current one ticked — so reassigning a job takes one click from the list rather than a trip through Edit Job.

Table View → User(s) column

The Action column at the end of each row holds the same download, edit and delete actions the job page has.

Exporting and printing

The download and print icons at the top right act on the list as it is currently filtered. Filter to one client and one month, then export, and you have that client’s job history as a file — which is usually faster than building a report for it.

Getting back to a single job

Clicking a job code opens the job. Simple View returns you to the list-and-detail layout described in how jobs work.