Using the Jobs Dashboard

Best Suited for:

• Dispatchers managing active jobs
• Back office users organizing job workloads
• Operations teams tracking progress
• Accounting managers identifying billable jobs

Important Information:

• The Jobs Dashboard reflects job visibility based on status, tags, and filters
• Only active statuses will appear on the Jobs Dashboard
• Changes to job data occur within individual job records, not the dashboard itself
• Set job sub-statuses from the Jobs Dashboard

Strategic Workflow:

• Filter jobs to isolate specific work sets
• Review job groupings by status or tag
• Identify jobs needing action or billing
• Navigate quickly to individual job records

Process Description:

• Open the Jobs Dashboard
• Select a status, tag, or filter
• Review jobs in the dynamic content panel
• Navigate to individual jobs as needed

Accessing the Jobs Dashboard:

1. Hover over Jobs
2. Select Jobs Dashboard

Filtering Jobs Using Advanced Search:

1. Select Advanced Search
2. Apply one or more filters, such as:
   • Job date range
   • Include jobs with no dates
   • Where status is
   • Customer name or parent account
   • PO or reference number
   • Assigned technician(s)
   • Agent(s)/Rep(s) Assigned
   • Job Category
   • Job Priority
3. Select Search to initiate the filtering of the job list

Viewing Jobs by Status or Tag:

1. Select a status from the left panel to view jobs in that stage
2. Select a tag to view jobs grouped across statuses
3. Review the updated job list in the dynamic content panel
4. Hide Tags section to reduce visual clutter

Identifying Jobs Ready for Billing:

1. Navigate to Completed & Ready to Close or To Be Invoiced
2. Review jobs based on their current status
3. Use sub‑statuses to manage progress billing when applicable

Managing Dashboard Visibility:

1. Click Adjust Status Folder Visibility
2. Hide or unhide job statuses to simplify navigation
3. Adjust visibility settings to match your workflow