Overview
The Jobs List shows every job in one place with status tabs, quick filters, exports, and per-row actions. You can search by customer or service and switch tabs to focus on specific statuses without changing the table layout.
How to Access: From the dashboard, click Jobs on the sidebar to open the Jobs List.
Status Tabs
The page has eight tabs: All, Requested, Pending, Scheduled, OMW (On My Way), Start Job, Complete, Cancelled.
Default tab: All
Each tab displays a count and a total dollar amount for the jobs in that tab.
Switching tabs does not change the columns, only the rows are filtered by the chosen status.
Search Filter
Search by:
Customer name
Service Type
Service Item
Results update within the current tab’s status filter.
Header Actions
Settings (gear): open column chooser to add/remove columns.
Extra columns you can enable: Label, Street, State, City, Zip, Payment, Notes, Tags, or Select All.
Print: opens the print preview of the current list.
Download: choose Export to PDF or Export to Excel of the current list.
+ Create: start creating a new job.
Table Columns (Default)
Default columns shown in all tabs:
Actions
Date
Service Type
Customer Type
Amount
Address
Status
Employee
Note: These defaults remain the same when you switch between tabs.
Column Filters (funnel icons)
How to Access: Click the funnel icon beside a column header.
Date: choose a range such as Custom Range, Today, This Week, Last Week, and other presets.
Service Type: multi-select from all available service types.
Customer Type: filter by any customer type.
Status: filter by one or more statuses.
Employee: filter by any listed employee.
Use multiple column filters together to narrow results further.
Row Actions (three-dot menu)
How to Access: In the Actions column for any job row, click the three dots.
Available actions change with job status. Examples:
Pending: Edit Job, Delete Job
Scheduled: Edit Job
Cancelled: Edit Job
(Other statuses follow the same pattern: options are tailored to what’s appropriate for that state.)
Tips & Behaviors
How to Access: From the Jobs List (any tab).
Tabs filter by status while preserving the same column layout.
The tab header shows both count and total value of jobs in that status.
Add more context by enabling extra columns from Settings (gear).
Use Print or Download to share or archive your filtered list.
For help, contact [email protected].