Jobs List
The Jobs List is the home of all your jobs and an easy place to filter, sort and find certain jobs. This page is customisable and saveable to suit your default workflow.
For example, if you work in Finance you could filter and save the page to only show Jobs with Status "Waiting for Invoice", ensuring to show the uninvoiced billables total in the table.
You can get to the Jobs List by clicking on the Jobs icon in the navigation bar. The main features of the Job List are detailed below.
Job List Default View
The first feature to mention is the "Save Default View". This can be found by going to the three dots at the top right corner of the Job List. Selecting this will allow you to save the columns, filters and sorting that you currently have applied to the page.
Next time you return to the Jobs List your saved view will be remembered. We've mentioned this feature first, because it can be applied to all of the other features mentioned below.
Status Filters
Your Status filters can be found in the colour boxes across the top of your jobs list. These filters are coloured in the 4 available status colours as mentioned in our article on Job Status Management.
At a glance, you will be able to see how many Jobs fall under each status colour. When you click on the status you will be able to see the breakdown of those Job numbers by sub-status. You can either choose to filter by a sub-status or by "All" statuses of that colour.
Top Tips
Status Filters work in conjunction with all the other filters. So if you arent seeing any Jobs for a particular status but you know they exist, try adjusting your date range or scheduled/unscheduled filters.
The count you see next to each status colour is also only a count of all Jobs that match the rest of your filters as well. So if the count doesn't look correct, try adjusting your date range or scheduled/unscheduled filters
You can bulk update your Jobs Statuses by selecting the checkbox next to the applicable jobs and then using the Update dropdown
Don't forget to "save default view" under the ... (three dots) menu if you want that status filter to be always selected by default
Date Range Filters
The Jobs List displays jobs based on the Jobs Start Date, this date is based off the Jobs next booking. There are 3 main ways that you can filter using the Date Range filter:
Date Range - e.g. from 3rd August to 20th August
If you save your default view, every time you log in you will see Jobs that fall within the 3rd of August to the 20th of August
Dynamic Default Range - 'Today', 'This Week', 'This Month'
If you save your default view, every time you log in you will see jobs from the relevant range. For example if you choose 'Today', each day you log in you will on see jobs from the current day. If you choose Month, you would only see jobs from the current Month
Dynamic Days Range - e.g. -7 days, + 14 days
If you save your default view with this then each day you log in you will see jobs from the set range, this means the range will move as your days move. By default we set this to - 3 months, + 1 week.
Top Tips
Don't forget to "save default view" under the ... (three dots) menu if you want that date range to be always selected by default
Scheduled / Unscheduled Filters
This filter allows you to filter by scheduled and unscheduled jobs. By default, we set this to "All", meaning you'll see both scheduled and unscheduled.
Unscheduled Jobs are jobs that don't have any bookings yet.
Column Customisation
You can customise the columns that appear in your own Jobs List table. This means you can remove information that isn't relevant for you and add in the things that are! You can do this by hovering over any of the headers in the table and clicking on the three dots, there will be an option called 'Show columns' shown below. Simply check and uncheck the toggles that you think apply best for your workflow.
Top Tips
Don't forget to "save default view" under the ... (three dots) menu if you want these columns to be always showing
You can click and drag the column headers to rearrange them
You can click and drag on the divider bar between the columns to change the width of those columns
Column Sorting
Whilst hovering over a column header you will see an arrow pointing up or down. You can select this to sort that column either by ascending or descending. Selecting it for a second time will sort it the opposite way to which it sorted the first.
Search Functionality
At the top of the Jobs List page you will find a search box. This allows you to search for jobs by the following fields
Status Colour e.g. Green, Orange, Red, Grey
Job Title
Job Reference
Client Name, Number, Company, Email
Job Address
Bulk Update Jobs
You can bulk update multiple Jobs statuses or priorities at once in the Jobs List. Simply select the checkbox of those jobs you want to update and a dropdown box will appear at the top of the page. In that box you will be able to select the status or priority you want to update the selected jobs too.
You can also use this functionality to bulk delete jobs by clicking on the rubbish bin after making your selection.
