Location, search & views

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

What this page is for:
 Shared filters on every Production board. Choices are remembered per tab in the browser.

Where: Filter row under the pills on Sold, Backlogs, Service, Permit, Payment Due, Job Flag, Recent Closed, Cancel Request

Steps:

  1. Location pills: All plus active branch codes (same source as Estimate Flow). All still only includes those branches.

  2. Search... — Job/estimate id, title, type, customer, city, state, and tab-specific fields. Clear with Clear search.

  3. View: List view, Card view, Map view.

  4. On Map view, click a pin to open the job. The round map button toggles Switch to Satellite View / Switch to Street View. Loading: Loading map…

  5. Click a column header with a sort icon to group rows by that column (click again on some tabs to clear grouping). Expand/collapse a group with the chevron. Default group is usually Type (work_type).

  6. Footer (most tabs): Found N {label}, Date Range, Total Value, Paid (% collected), Remaining (% outstanding).

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Other guides in Production & Backlogs

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