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.

Article Sections

  1. Quick Filters
  2. Advanced Filters

Quick Filters

These filters allow you to instantly see all of the jobs that have a particular status. At the top of the Jobs page, you will see a series of color-coded buttons that are the Quick Filters.

On the Schedule page, you will see smaller versions of the same Quick Filters.

You can click on each Status button to "turn on" the visibility of jobs with that status. For instance, you might click on the orange In Progress button on the Job page to see only those jobs that have a Technician either on the way or at the location.

On the Schedule page, it would look like this.

You can toggle on multiple Quick Filters at one time. For example, this configuration would display all jobs with a status of Scheduled, Paused, or In Progress on the Jobs page.

Clicking on the black All Jobs filter will turn off all of the other Quick Filters and reset your view.

Advanced Filters

To perform more sophisticated filtering of your jobs in Dispatch, you should use the Advanced Filters. Below the Quick Filters on either the Jobs page or the Schedule page, you can access these by clicking Filter by...

The Advanced Filtering Options dialog will then open.

Here you can choose as many parameters for your filtering as you need. When a parameter is selected, a green checkmark will appear next to it.

When you have finished selecting parameters, click Save.

You will now see the Filter by... button has altered to indicate that Filtering is on.

Simply click the button's text to reopen the Options dialog, or click on the X to clear filtering and return to the default view.

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