Job List
The Job List is where every job lives. Learn to find the one you want in a few seconds, cut the list down to what matters today, and read what the icons are telling you.
What is in this module
How to search
1 minFastest way through a long job list when you cannot spot the job by its appointment time.
- Open the Job List.
- Tap the search bar. If you have an active job open, the search bar sits below it. Otherwise it is near the top of the screen.
- Start typing the job number, customer name or address.
- If nothing comes up, tap Advanced Search. That widens the search into your archive and, if you have one connected, your job management system.
- Tap the job, or tap Expand, to open it.
How to filter
2 minSort the list into the order you want, and group it by the statuses you care about.
- Tap Sort by to run the list up or down by scheduled date, customer name, job number or city.
- Tap the Filter by Status field and add one or more statuses. You can stack as many as you need.
- To drop one back out, tap the small x on it.
Everything you can filter by:
| Jobs | Hot LeadPresented |
|---|---|
| Quotes | DraftPendingAcceptedIn ProgressCompleteUnacceptedCancelledFollowed Up |
| Invoices | DraftConfirmedOverduePartially PaidPaid |
What the icons mean
30 secRead where a job is up to without opening it.
| Icon | What it means | What to do |
|---|---|---|
 Expand |
Opens the expanded job card, which holds more about the job than the list view can show. | Tap it when you want the fuller picture: photos taken on quotes, adding a hot lead, and more. |
 Flame |
The job has a Hot Lead appointment. | Make sure the customer has been contacted on the date of the Hot Lead. |
 Teal screen |
A presentation has been saved and presented, usually on site. | Nothing. |
 Green screen |
The presentation has been sent to the customer. | Nothing. |
 Red screen |
The presentation was rejected or cancelled. | Nothing. |
The screen icon always means a presentation. The colour is what tells you where it got to: teal for presented, green for sent, red for rejected or cancelled.
How to add a Hot Lead
1 minOn site and you can see there is more work in it, now or later on. A Hot Lead puts the job in front of you again on the date you pick, so the opportunity does not quietly disappear.
- Find the job and tap Actions.
- Select Add Hot Lead.
- Choose the date you want to be reminded.
- Tap Add Hot Lead to finish.
The job now carries the flame icon, and it surfaces on the date you chose. Treat it as a prompt to ring the customer, not a booking.
Your progress is saved to this browser, so pick up where you left off on the same device. Switching phone or laptop starts you fresh.