How to Use Job Filters to Manage Daily Workload
Use job filters in Local Business Pro to see today's work, active jobs, and team assignments.
Quick Answer: Use the Status and Date filters on the Jobs page to see specific work. Filter by 'Active' + today's date to see today's workload. Filter by team member to see individual schedules.
Common Filter Combinations
- Today's work: Status = Active, Date = Today
- This week: Status = Active, Date = This Week
- Ready to invoice: Status = Complete
- Problem jobs: Status = Overdue
- One technician: Filter by assigned team member
Using the Filters
- Navigate to Operations > Jobs
- Click the Status dropdown and select
- Set Start Date and End Date for date range
- Use Search for specific customers or jobs
- Filters combine - Active jobs in a date range
Daily Management Routine
- Morning: Filter Active + Today to see the day's work
- Midday: Check for any status updates from the field
- End of day: Filter Complete to find jobs needing invoices
- Weekly: Filter Overdue to catch stuck jobs
Frequently Asked Questions
Q: Can I save filter combinations?
A: Filters reset when you leave the page. Apply your common filters each session.
Q: How do I see all jobs for one customer?
A: Search by customer name to see all their jobs.
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Last updated: February 1, 2025