Locating a Specific Job
1. Navigate to the Job section, located in the left-hand navigation menu.
2. Within the Job section, click Filter in the top-right corner.
3. Enter the relevant job details and set the job status to "All" to ensure the widest possible search results.
The job number is the most efficient way to locate a specific job.
If the job number isn't available, you can search using other filters such as date, customer name, or postcode.
4. Click the green Search button on the right-hand side to run the filter.
5. From the list of results, select the correct job to open its details
Filter meanings:
Job Status — Show only jobs in the statuses you pick (multi-select).These are:
Not Started, In Progress, On Hold, Completed, To Invoice, Invoiced, Cancelled.
Two shortcuts sit at the top: All (everything) and Active (excludes closed/cancelled). Custom and "On Hold " statuses appear here too.
- Advanced Search - Free-text search across job details. Powerful but heavier, so only use it when the quicker fields below won't find what you need.
- Job Number - Find a job by its reference number (the label matches whatever your account calls it).
This is most effective way to find a specific job if you have the correct information.
- Customer - Limit the list to one or more customers. Start typing to search; you can pick several.
- Site / Postcode - Limit to specific sites or postcodes. Type to search and multi-select.
- Job Types - Show only chosen types of work (e.g. Service, Install, Repair). Multi-select.
- Raised By - Filter to jobs created by particular users.
- Regions - Filter by region (only shown if regions are set up). Multi-select.
- Trades - Filter by trade/skillset (only shown if trades are set up). Multi-select.
- Completed On or After - Show jobs completed on or after this date.
- Completed Before - Show jobs completed before this date. Pair with the one above for a completion window.
- Created After - Show jobs created on or after this date.
- Created Before - Show jobs created before this date. Pair with the one above for a creation window.
- Only show recurring jobs - Yes limits the list to recurring jobs only; No shows all.
Panel buttons:
- Lock Filter Box - Keeps the filter panel open between visits (remembered per browser).
- Clear Filters - Resets every filter back to default.
- Search - Applies your selected filters to the list.