To see any 'Unscheduled' jobs, filter by status 'Unscheduled'.
In the 'List' view, you can search for jobs, filter by dates and statuses, open jobs, edit recurrences, delete jobs, or end recurrences.
Access List View
Click 'Jobs' in the 'Main menu', then click 'List'.
Search for jobs
Click on the 'Search jobs' bar and enter the contact or pool details to perform an auto-search.
Filter by Status
Click the 'Filter by Status' drop-down box at the top of the screen.
Select which status you wish to filter by:
All
Open
WIP (work in progress)
Completed
Done
Invoiced
Job sheet sent
Unscheduled
Filter by Date
Enter a date manually or select one-click 'From date' and enter the date you wish to start the search. You can either enter a date manually or select a date from the calendar. Enter a date manually or select one
You can also search by the following by selecting them:
This Week
Last Week
Last 7 Days
Current Month
Previous Month
Next Month
Click the 'Reset' on the right-hand side of the date to reset the 'Date' filters.
Columns
You can use the columns tab to adjust the columns shown on the page.
You can also sort and pin columns by hovering over a specific column heading and clicking the three dots. Click the 'Columns' button at the top left of the jobs list.
Select what you need to be displayed in the columns by toggling the switch to the left of each option or clicking 'Hide all' or 'Show all';
Date/Time
Recurrence
Status
Job no.
Tech
Start time
End time
Job type
Contact
Pool
Notes
Filters
You can also add additional filters to the displayed job information by clicking 'Filters' to the right of 'Columns'.
Select Columns filters;
Status
Job no.
Tech
Job type
Notes
Then select Operator;
Is
Is not
Is any of
Then select Value;
Open
WIP
Completed
Done
Invoiced
Job sheet sent
You can also add additional filters by selecting + 'Add filter' or remove the filters by clicking 'Remove all'.
Export
You have the option to export the list of displayed jobs.
Click the 'Export' button on the right-hand side of 'Filters' to export/download the displayed list in CSV format.
Actions
Edit Recurrence - Click the 'Recurrence' icon on the right-hand side of the job.
Delete Job - Click the 'Delete' button on the right-hand side of the job.
End Recurrence - Click the 'Red x' on the right-hand side of the job.