Accessing the List: From your dashboard sidebar, click on Assessments. This opens your main table, defaulting to the "All" view.
Sorting/Filtering Options: The table provides tools to find specific Assessments quickly:
Smart Columns: Look for the Filter Icon (funnel) next to columns:
Date: Filter by range.
Customer Type: View "Homeowner" vs "Commercial".
Employee: Filter by assigned technician.
Status Tabs: Use the tabs at the top of the table to view only assessments in specific stages (e.g., Pending, Scheduled, Completed).
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.