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Outsanding jobs for customer and job type

Hi

How can I see how many outstanding jobs I have for a particular customer with a particular job type and particular engineer

Thanks

Hi

You can see how many outstanding jobs you have by customer, job type and engineer by

  1. Going to the Jobs screen
  2. Clicking the filter
  3. Selecting Outstanding jobs
  4. Typing in the customer name, job type and engineer's name in the filter box
  5. Scrolling down to the bottom of the screen to see the number of jobs

Check out the following video to see this in action.

You can also create a dashboard Microsoft Excel or Google Sheets.

Check out our support page - outstanding jobs per customer, engineer and job type for more information.