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.

  1. Go to Jobs > Options.
  2. Press + FilterFilter button
    Select:
    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 CompleteActivity Status
  3. 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.

    edit display fields

  4. Click Save and then click Apply.

    filtered JOb view for upcoming installs

  5. Save this View for quick access in the future. For more information on saving Views, see Related Articles below.

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