Using the job filter to help you work smarter

As you get more and more jobs on Okappy, you need to be able to get to the right job at the click of a button.

With our advanced filtering it’s easy to find the job you’re looking for, even if you only have a small bit of information.

You can use our quick filters to view jobs by date or status. Or enter text into the smart filter box to quickly narrow down your search to jobs which contain that text.

Read on to find out all you need to know about using the job filter to focus on the jobs that matter.

Standard filters

To select a filter from within the job dashboard, click the currently selected filter label towards the top of the page.

web job dashboard highlight

The following filters are available:

Filter Description
All open jobs Includes jobs with all statuses apart from Archived and Cancelled.
Outstanding jobs All jobs with any of the following statuses

  • No status,
  • On site,
  • Appointment Made,
  • Policyholder unavailable,
  • Work done.
Completed jobs All jobs with status Completed
Created today Jobs created today which have any status apart from Archived and Cancelled jobs
Outstanding jobs for today Jobs which have an appointment date of today with any of the following statuses

  • No status,
  • On site,
  • Appointment Made,
  • Policyholder unavailable,
  • Work done.
Outstanding jobs for tomorrow Jobs which have an appointment date of tomorrow with any of the following statuses

  • No status,
  • On site,
  • Appointment Made,
  • Policyholder unavailable,
  • Work done.
Outstanding jobs this week Jobs which have an appointment date this week with any of the following statuses

  • No status,
  • On site,
  • Appointment Made,
  • Policyholder unavailable,
  • Work done.
Outstanding jobs this month Jobs which have an appointment date this month with any of the following statuses

  • No status,
  • On site,
  • Appointment Made,
  • Policyholder unavailable,
  • Work done.
All jobs for today All jobs with appointment date of today apart from Archived and Cancelled jobs.
All jobs for tomorrow All jobs with appointment date of tomorrow apart from Archived and Cancelled jobs.

There are also links to the archived jobs report, the cancelled jobs report and the Search report.

Filtering jobs added by you or a connection

The unique connected nature of Okappy’s workforce management platform means that you can add jobs for you or your customers. Your customers can also add jobs and assign them to you.

If you have a lot of jobs added by your connections and you want to show the jobs that you added only.  Then simply click the Only show jobs added by you checkbox from within the filters menu.

web job dashboard filters connection jobs

Using the smart filter

Quickly find any jobs with a minimal amount of information.  Start typing in the Search jobs filter box to find the jobs that contain those characters.

Searches could include:

Filter by Postcode

web job dashboard filter postcode

Filter by Date

Tips: try the following searches

  • /08/ to show all jobs in August.
  • Today or Tomorrow

web job dashboard filter date

Filter by Employee name

web job dashboard filter employee

Filter by Customer

web job dashboard filter customer

Filter by any other word

You could also search for the PO number, customer reference or any words which could be in any part of the job description.

For further information

For further information search in our support pages or forum