Filtering your Jobs
When viewing your work on the Schedule/Jobs page in Dispatch, you have the ability to limit the current list by using Filters. There are two types -- Quick Filters and Advanced Filters -- that are explored below.
Quick filters allow you to instantly see all of the jobs that have a particular status such as New Offers, Scheduled, Unscheduled, Paused, In Progress, Completed, or All Jobs. At the top of the Jobs page, you will see a series of color-coded buttons that are Quick Filters that each represent a job status.
You can click on each Status button to show jobs with that status. For instance, you might click on the orange In Progress button to see only those jobs that have a Technician either on their way or at the job location.
You can toggle on multiple Quick Filters at one time. For example, clicking both Unscheduled and Paused would display all jobs with either status on the jobs page. Clicking on the black All Jobs filter will turn off all of the other Quick Filters and reset your view.
On the Schedule page, you will see smaller versions of the same Quick Filters.
To perform more sophisticated filtering of your jobs in Dispatch, you can use the Advanced Filters option.
You can access Advanced Filters by clicking the Filter By… button, which is found just below the Quick Filter options.
Doing so will open the Advanced Filters menu, where you can choose multiple filter options such as Filter By Technician or Job Source. When a filter is selected, a green checkmark will appear next to it. When you have finished selecting any filters you wish to use, click Save to apply these filters to your Job or Schedule page.
You will now see the Filter by... button has changed to show that Filtering is on. You can click the Filter By… button again to change your current filters, or click on the X to clear filtering and return to the default view.
With Advanced Filters, you can filter by other options such as by Source or Service Type. Certain filter options such as Source, Service Type, and Job Label can be accessed and added via the Company Settings tab.
Filter by Group
This filter allows you to select a Technician Group and view appointments that have been assigned to users in that group. Groups can be set via the Team Settings page. After selecting the appropriate group you wish to filter by, click Apply.
For more info on Groups and how they work, check out our article on Using Group Management.
Filter by Assigned Technician
This filter allows you to select a Technician or technicians and view appointments that have been assigned to them. Via the Advanced Filters button, select Assigned To and select the Technician or Technicians you wish to filter by. After selecting the appropriate Technician you wish to filter by, click Apply.
Filter by Source
This filter allows you to select a job source and view jobs that are associated with that source. After selecting the appropriate source you wish to filter by, click Apply.
Filter by Service Type
This filter allows you to select a service type and view jobs that are associated with that service type or types. After selecting the appropriate service type you wish to filter by, click Apply. Service Types can be set via the Company Presets page in settings.
Filter By Job Label
This filter allows you to select a job label and view jobs that are associated with that label. After selecting the appropriate label you wish to filter by, click Apply. Job labels can be set via the Company Presets page in settings.
Filter by Status Message
This filter allows you to select an appointment completed status, such as "This job is done" or "This job requires a followup" and then view jobs that are associated with that status message. After selecting the appropriate status message you wish to filter by, click Apply.