Search and Filter Jobs

What this guide covers

This guide explains how to search and filter the jobs list in JobsiteOn. You will learn how to use the search bar, apply status and priority filters, sort by columns, and combine these tools to create focused views of your workload.

Using the search bar

1. Navigate to /jobs.
2. Click the search bar at the top of the list.
3. Type a search term. You can search by:
   • Job title
   • Job number
   • Contact name
   • Property address
4. Results update as you type, narrowing the list in real time.

Screenshot: The jobs list search bar with a query typed and the filtered results showing three matching jobs.

Filtering by status

1. Click the Status filter above the jobs list.
2. Select one or more statuses to display:
   • Pending — Jobs not yet started.
   • In Progress — Active work underway.
   • Completed — Finished jobs.
   • Archived — Jobs removed from the active view.
3. The list updates immediately to show only jobs matching the selected statuses.
4. Click a status again to deselect it.

Filtering by priority

1. Click the Priority filter.
2. Select one or more priority levels: Low, Medium, High, or Urgent.
3. Combine with status filters to create precise views, such as "All In Progress jobs with High or Urgent priority."

Filtering by assignee

1. Click the Assignee filter.
2. Select a team member to see only their assigned jobs.
3. This is useful for reviewing an individual's workload or preparing for one-on-one check-ins.

Tip: Combine assignee and status filters to see a specific team member's active workload at a glance.

Sorting the list

Click any column header to sort the jobs list:

• Title — Alphabetical order.
• Status — Grouped by status stage.
• Priority — Ordered from Urgent to Low or vice versa.
• Created — Most recent or oldest first.
• Updated — Jobs with the most recent activity appear first.

Click the same header again to reverse the sort direction. The active sort column shows an arrow indicator.

Screenshot: The jobs list sorted by priority with Urgent jobs at the top, showing the sort arrow on the Priority column header.

Combining search and filters

Search and filters work together. For example:

1. Type "plumbing" in the search bar to find plumbing-related jobs.
2. Apply the In Progress status filter.
3. Sort by Priority descending.

This gives you all active plumbing jobs ordered by urgency.

Animation: The jobs list being refined step by step: first a search query is typed, then a status filter is applied, and finally the list is sorted by priority.

Clearing filters

To reset the jobs list to its default view:

• Clear the search bar by clicking the X icon or pressing Escape.
• Deselect all active filters.
• The list returns to showing all active jobs sorted by creation date.

Best practices

• Start your day by filtering for In Progress and Pending jobs to see what needs attention.
• Use the search bar for quick lookups when a customer calls about a specific job.
• Save frequently used filter combinations as browser bookmarks for one-click access.
• Sort by Updated to catch stalled jobs that have not had activity in a while.

Related articles

• Create and Manage Jobs
• Set Job Priority Levels
• Track Job Progress