Filter and sort the backlog
The Backlog panel has filter and sort controls to help you decide what to schedule next. You can filter by Visit Type, by Visit Category (the kind of equipment, such as extinguishers or sprinklers), or by a Due Date range, and combine them to narrow the list.
Your Job, Customer, and Property custom fields appear as filters too. Each custom field gets its own row in the Filter menu, labeled with the field's name and whether it lives on the Job, Property, or Customer. Pick one and check the values you want — the backlog narrows to visits whose job, property, or customer has one of the checked values. Only nonempty values that appear on backlog visits are listed. If a selected value stops appearing because its last matching visit was scheduled, the choice stays visible until you clear it, so an active filter never becomes hidden. A search box above the checkboxes lets you find a value quickly when the list is long.
Values are listed the way you'd read them: alphabetically, with any numbers in order of size rather than character by character — so a Zone list reads 1, 2, 3, 6a, 6b, 6c, 10, 11, 12, not 1, 10, 11, 2, 20, 3. Number and date fields are ordered by value. Extra spaces at the start or end of a typed value are ignored, so "Zone 3" and " Zone 3" show up as one checkbox instead of two.
You can sort by Due Date (Soonest First or Latest First) or by Create Date (Oldest First or Newest First). There's also a Filter by Job #, Address, Name box at the top of the panel for a quick text search by job number, customer, or property. Each backlog card shows its job number in the lower right. You can search using the number alone or its displayed prefix.
These controls only change what you see in the backlog; they don't change the visits themselves.
Where to find it: Scheduling page, the Backlog panel, the filter and sort controls
Related guides
Last updated
Was this helpful?