WorkJobs
Jobs Filters Popup
How to use the Jobs filters popup to narrow work by status, date, round, service, payment method, and business.
Open the filters popup when the quick controls on the Jobs page are not enough. The popup is the place to combine several filters without cluttering the table header, especially when you are trying to narrow a long list down to a very specific set of jobs.
Opening the Popup
- Filter button: Open this from the Jobs page header.
- Saved state: The popup opens with your current list filters already loaded, so you can see what is active before changing anything.
- Apply Filters: Saves the choices back onto the list and closes the popup.
- Clear Filters: Resets the popup and the list together. The Jobs page goes back to its normal default state, which means Active jobs only.
What Each Filter Does
- Status: Leave this on Active for normal day-to-day work. Switch it when you need suspended, cancelled, complete, or transferred jobs. Choosing All Statuses is useful for audits and cleanup.
- Due From and Due To: Use these when you want a date window. This is especially helpful when you are reviewing upcoming work or checking what should have happened in a past period.
- Round: Use this when you want jobs from one collection, route, or round only. The field supports multiple selections, so you can compare a handful of rounds in one list.
- Service: Narrow the list to one or more job types. This is one of the quickest ways to review all work for a particular service.
- Payment Method: Useful when you are checking jobs by how they are normally paid, especially before chasing balances or preparing a payment-related workflow.
- Equipment: Use this when you need to find every job assigned a particular piece of equipment, such as when a tool is out of service and you need to reschedule the affected work. Multiple items can be selected at once.
- Business: This only appears when you can work across more than one business. Use it when you need the list to show one business, several businesses, or everything inside your current business selection.
How Multiple Filters Work Together
The popup combines filters rather than treating them as alternatives. If you pick a service, a round, and a due-date range, the Jobs page only shows jobs that satisfy all three. When the list suddenly goes empty, it usually means one of the filters is more restrictive than expected.
Practical Uses
- Upcoming route check: Filter by due date plus round.
- Service cleanup: Filter by service plus status.
- Payment review: Filter by payment method plus status.
- Multi-business review: Filter by business when the same user manages several teams or locations.
Related articles
- Jobs List: The filters popup feeds directly back into this page.
- Bulk Edit Popup: Often used straight after filtering down to the jobs you want to change.
- Transfer Jobs Popup: Useful when filters help you isolate the jobs that need moving into another business.
- Equipment on Jobs and Worksheets: Useful when the equipment filter is being used to find affected jobs.