Skip to main content

Filter Services

Easily manage and organize your records by filtering services, saving time and ensuring better tracking of tasks.

Updated over 2 weeks ago

Follow these steps to filter services in our web app:

  1. Log in and Access Services

    • Once you've logged in, select Catalog from the sidebar menu and click on Services.

  2. Open Filter Options

    • Click on the filter icon to reveal the available filter options.
      ​

      Access detailed information for services like HVAC maintenance through the Catalog > Services section.

  3. Add Filters

    • Select the corresponding filters you wish to apply to narrow down your service search.

  4. Apply Filters

    • Click on Apply Filters to display a new list of services that meet your criteria.
      ​

      Use category and status filters to refine the service list for easier navigation and selection.

  5. Remove Filters

    • To remove the applied filters, click on the X icon next to the filter icon or reopen the filter options and select Reset Filters.
      ​

      Easily reset active filters in the Services view to display the full list of service records.

  6. Use the Search Field

    • You can also filter services by typing the service name directly into the search field.
      ​

      Quickly locate specific services by typing keywords like “Electrical” in the search bar.


      ​

Did this answer your question?