Lesson 5 of 10 · 4 min

Filtering the Jobs List

Use status filters, advanced field filters, date range shortcuts, and Saved Views to find exactly the jobs you need.

Filtering the Jobs List

Video coming soon

5/10

Lesson Notes

01

The primary filter is the status dropdown in the toolbar, which maps to named stages of the pipeline. The available filter values are: Pending, Assigned, In Progress, Editing, and Delivered. Selecting a status replaces the list with jobs in that stage only; selecting 'All' (the default) removes the status filter. The status filter is URL-synced — the query parameter is `?status=pending` (or the relevant value). The filter value maps to backend status through the STATUS_FILTER_MAP, which handles the distinction between Pending and Assigned both being BOOKED on the backend.

02

Below the status filter, the advanced filter panel opens by clicking the sliders icon (SlidersHorizontal). When active, the icon gains a numbered badge showing how many extra filters are currently set. The advanced panel adds filter dropdowns for: Customer (select one of the org's customers), Technician (select a team technician), Editor (select an editor), Project Manager (select a PM), and Package (select from active packages). Each is a single-select dropdown defaulting to 'All.' There is also a Media Types popover that lets you check off multiple media types (Photo, Video, Aerial, Twilight, Floor Plan, Virtual Tour, Property Website, Document) — jobs must include at least one of the selected types to appear.

03

The date filter section has two parts. Quick filter chips along the 'Appointment' row let you pick a preset window: 2 Days Ago, Yesterday, Today, Tomorrow, Future, or Past. Clicking an active chip deactivates it. For custom ranges, four date-picker buttons provide Appointment After, Appointment Before, Created After, and Created Before — each opens a calendar popover to select a specific date. You can combine quick chips and custom pickers: for example, setting 'Scheduled After' to Monday and 'Scheduled Before' to Friday narrows the list to jobs booked within that week.

04

To clear all advanced filters at once, click the 'Clear filters' button that appears at the top of the filter panel whenever any filter is active. Individual filters can be reset by setting their dropdown back to 'All' or deselecting the date. The search box (separate from the filter panel) accepts free-text input and searches across property address, client name, scheduled date, and order number. Search has a 300 ms debounce — the URL updates after a brief pause so the query string stays clean while you type.

05

Saved Views capture the entire current filter state — status, sort field, sort direction, page size, customer, technician, editor, PM, package, media types, and all date filters — as a named preset. Click the Saved Views icon in the toolbar, name your current view, and it appears in the dropdown for one-click recall. Recalling a saved view replaces the URL parameters and resets pagination to page 1. You can rename or delete saved views from the same menu. This is especially useful for recurring operational needs like 'Today's Shoots' or 'Unassigned Aerials.'

Key Takeaways

  • The status dropdown filters by pipeline stage: Pending, Assigned, In Progress, Editing, Delivered, or All.
  • The advanced filter panel (sliders icon) adds per-field filters for Customer, Technician, Editor, PM, Package, and Media Types — all URL-synced.
  • Date filters offer quick chips (Today, Tomorrow, Past, Future) and custom calendar pickers for four date fields.
  • Free-text search covers address, client name, scheduled date, and order number with a 300 ms debounce.
  • Saved Views persist any filter combination as a named preset for instant one-click recall.
Related documentation at docs.vremly.com