How to Use Jobs Filters for Quick Searches

To provide an overview of how to use the Jobs section for quick access to job history, individual job details, and customized reports for specific dates or customers in The Cleaning Software.

Accessing the Jobs Section

1. Navigate to the Jobs Section:
   • Go to Customer Section in The Cleaning Software.
   • Select Jobs to access a comprehensive list of past job records.

2. Running Quick Reports Using Filters

1. Use Filter Options:
   • Utilize available filters to narrow down job searches based on:
     • Customer Name: Enter the name of a specific customer (e.g., Blake Shelton) to view their complete job history.
     • Date: Select a specific date to see all jobs that occurred on that day.
     • Job Status: Filter by status such as completed, cancelled, or in-progress jobs.
2. Example – Viewing All Jobs for a Specific Customer:
   • Type the customer’s name (e.g., Caitlin) into the search field.
   • This will display all historical jobs associated with that customer in one view.
3. Exploring Different Report Types:
   • Customize reports by choosing multiple criteria to track job performance, frequency, or status without displaying future scheduled jobs.

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3. Additional Tips for Using the Jobs Section

1. Job History vs. Subscription Overview:
   • The Jobs section focuses on past jobs and individual records, unlike the Subscriptions section, which handles future scheduled services.
2. Export and Analyze Data (If Available):
   • Use export options to download job data for more detailed analysis if necessary.

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