Job View: Jobs With Upcoming Installs
Creating and saving Job Views to keep track of upcoming Activities is very helpful to keep your shop running smoothly. Below you will find the steps to create a Job View showing Installs that are scheduled in the next three days. You can modify the number of days to show more or less, depending on how far out you want to look.
- Go to Jobs > Options.
- Press + Filter
Filter Type: Job Activity Status
At least one
Activity Type: Install
Start Date: Click on the "..." icon > Range of Dates
From: Click on the "..." icon > # of days from today > 0 days from today
To: Click on the "..." icon > # of days from today > 3 days from today
Status: Is Not Complete
- Click +Display Fields to select the Fields you want to be included as columns in this View. Remove the columns you don't need so it is easier to focus on what is import. Add any necessary information like City or Zip.
- Click Save and then click Apply.
Save this View for quick access in the future. For more information on saving Views, see Related Articles below.