Jobs & Scheduling

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.

beginner 4 min read filters jobs workload daily
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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

  1. Navigate to Operations > Jobs
  2. Click the Status dropdown and select
  3. Set Start Date and End Date for date range
  4. Use Search for specific customers or jobs
  5. Filters combine - Active jobs in a date range

Daily Management Routine

  1. Morning: Filter Active + Today to see the day's work
  2. Midday: Check for any status updates from the field
  3. End of day: Filter Complete to find jobs needing invoices
  4. 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.