How Job Filters work (Online Dashboard)

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Job Filters allow you to manage your current jobs easier, by re-organising the dispatch board to match how your business operates.

At the top of the job list in the Dispatch Board (right side), you will find a drop down with your available job filters. ServiceM8 comes with several default job filters to help get you started, but once you understand how job filters work you can create your own.

 

Let's take a look at the standard filters:

Let's take a look at the standard filters:

Note: If you are using Queues, each Queue will have it's own filter automatically. While default filters cannot be modified, you can create you own filters.

Here's how:

Open the 'Manage Job Filters' view in the Dispatch Board by clicking on the filter icon

Open the Manage filters screen from the dispatch board by clicking on the Filter Icon

Click New Filter

Click New Filter

Give your new filter a name

Give you new filter a name

Tick and untick the options available to create your desired job filter

Note that the job list on the right will adjust as you make changes, so you will know when you have the right settings.

Tick and untick the options available to create your desired job filter - not the job list on the right will adjust as you make changes, so you will know when you have the right settings.

When you are finished adding filters, simply click the Save Changes button to start using them in the Dispatch Board. 

When you are finished adding filters, simply click the Save Changes button to start using them in the dispatch board. 

Note: Custom Filters are available to all staff automatically.

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