Being able to find the job(s) you need quickly not only saves time, but allows you to help customers and complete jobs quicker. Follow the guide below to see how you can search and filter jobs to find what you need.
Searching for a Job #
There are 2 places to search your jobs, the global search and the job screen search. If you are unaware of the jobs current status (whether it is open or closed) – then the global search is the best place to start. At the top of every page in Repair Pilot is a search bar. Simply enter your search term into the box and click the search button. This feature does search everything in Repair Pilot (jobs, customers, items, stock, parts etc.) so try and choose something unique to the job you are looking for to give you the best chance of finding it quickly.
Search Results #
The resulting page will show the top 10 results in each module – Customers, Jobs, Parts, Leads and Invoices. If your result is found, simply click it to open it.
Job Screen Search #
Click on the Open or Closed Job button in the menu. On either of those pages, above the data grid, you will see a row of tools. Enter your search term in the box (a) shown in the image below. This will search almost all fields within a job and will show the results in the grid.
Select Your Filters #
Once click, you will see the image below. Simply enter all of the filters you require. Most of the filters allow you to select multiple options to allow you to narrow down your search.
Apply the Filter #
Click on the green Apply Filters button at the bottom of the slide in screen to apply the filter to the job screen.
Reset Your Search/Filter #
Click on the Reset Icon (b) in the image below to reset all searches and filters.
