Default filters on the job list
On the job list screen, you can find several Default Filters. In this article, we show you which filters are available and how they are structured.
Default filters on the job list
You can find the default filters on the job list screen. In this FAQ, we go through the different functionalities available under these filters.
Within the default filters, a filter has been provided to filter by job type. In addition, you will find several buttons that automatically filter by: "Workshop to be scheduled", "Quote to be created", "Parts to be ordered", "To be invoiced", "Customer to contact" and "Archive".
The "To be scheduled" filter will display all jobs that have a scheduled repair date but have not yet been added to the workshop planning.
Once a filter has been selected under default filters, it is no longer possible to select filters in the status filter, as this may cause conflicts.
You can clear the default filters by clicking the arrow icon.
Under the "To be invoiced" filter, you can find all jobs where the checkbox "Ready for invoicing" is ticked in the job timeline, but where no main invoice has been created yet.
Under the "To be estimated" filter, you can find all jobs where the checkbox "Estimation created" in the timeline has not yet been ticked.
Under the "Client to be contacted" filter, you can find all jobs where the "Client contacted" checkbox has not yet been ticked in the timeline.
Under the "Parts to be ordered" filter, you can find all jobs where an RO estimation (containing parts) has been selected, but where no order has been placed yet.
Under the "Archive" filter, you can find all jobs that have been moved to the archive.
Want to learn more about how the archive works? Be sure to check out this article , where we explain the full functionality.
