Filtering by Client

By default, work orders, proposals, and invoices appear on the Homepage for all of your clients. You can enable the filter to view these items only for specific clients.

⦿ How to Filter Items by Client

In the upper-left corner of the Homepage, click the Clients filter.
In the overlay that appears, select the checkboxes for the desired clients.
Here are some tips for working in the filter overlay:
- To find a specific client, start typing their name in the search field at the top of the overlay.
- You can switch between the pages listing your clients by clicking the arrow buttons.
- If you have taken action in the filter overlay and then changed your mind, click Reset to discard your changes and go back to the previous filter state.
Click Save to apply the filter. The metrics on the Homepage will automatically update to show work orders, proposals, and invoices for the specified clients. Next time you land on the Homepage, the filter you saved applies to the metrics.

You may want to turn off the filter and view all work orders, proposals, and invoices regardless of the client.

⦿ How to Disable Filtering Items by Client

In the upper-left corner of the Homepage, click the Clients filter.
Click All in the overlay that appears, and then click Save to confirm.
The metrics on the Homepage will automatically update to include all work orders, proposals, and invoices.

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