The Advanced Search view (labeled as the "Custom" tab) provides powerful filtering capabilities across multiple date ranges. Unlike the Calendar View which shows a single day, Advanced Search lets you query jobs across weeks, months, quarters, or custom periods.
Accessing Advanced Search
Navigate to Jobs & DispatchClick the Advanced Search tab (sometimes labeled "Custom")The enhanced filter interface loadsQuick Date Range Presets
Select from pre-configured date ranges:
| Preset | Date Range |
|--------|------------|
| Last 7 Days | Previous week through today |
| Last 30 Days | Previous month through today |
| Month to Date | First of current month through today |
| Last Quarter | Previous 3-month quarter |
| Quarter to Date | First of current quarter through today |
| Year to Date | January 1 through today |
Click any preset to instantly apply that date range.
Custom Date Range
For specific date ranges:
Click the Date Range PickerSelect a Start Date on the calendarSelect an End DateThe search automatically updatesFilter Options
Combine date ranges with additional filters:
Job ID Search
Type a full or partial job number (e.g., "DEL-0542" or just "0542")Searches across the selected date rangeDriver Filter
Select "All Drivers" or a specific driverShows only jobs assigned to that personJob Type Filter
All TypesDeliveryPickupPartial PickupServiceOn-Site SurveyStatus Filter
All StatusesUnassignedAssignedIn ProgressCompletedCancelledSearch Results
Results display as a scrollable list of job cards showing:
Job Number & Customer: Primary identifiersJob Type: With color-coded iconStatus Badges: Primary and secondary status indicatorsScheduled Date/Time: When the job was/is scheduledAssigned Driver: If assignedService Address: Customer locationDual Status Badges
Advanced Search uses intelligent status display:
Primary Badge: Main status (Assigned, Completed, etc.)Secondary Badge: Additional context (Overdue, Priority, Was Overdue)Filter Presets
Save frequently used filter combinations:
Saving a Preset
Configure your desired filtersClick Save PresetEnter a name (e.g., "Last Week Unassigned")Add an optional descriptionToggle Public if others should access itClick SaveApplying a Preset
Click the Presets dropdownSelect a saved presetAll filters update automaticallyA toast confirms "Applied preset: [name]"Deleting a Preset
Open the Presets dropdownClick the delete icon next to the presetConfirm deletionSharing Search Results
Share your current search with team members:
Copy Link
Configure your filtersClick Share > Copy LinkThe URL contains all filter parametersPaste in Slack, email, or chatRecipients see the same filtered viewSend Email
Click Share > Send EmailEnter recipient's email addressOptionally add their nameThe system sends a link with filter descriptionExporting Results
Export search results to CSV:
Apply your desired filtersClick the Export buttonA CSV file downloads containing: - Job numbers
- Customer names
- Scheduled dates
- Statuses
- Driver assignments
- Addresses
Use exports for:
External reportingPayroll verificationCustomer billing reconciliationHistorical analysisUse Cases
Weekly Performance Review: Filter "Last 7 Days" + "Completed" for productivity reportsDriver Workload Analysis: Filter by driver across a date rangeOverdue Job Audit: Filter "Last 30 Days" + "Overdue" statusCustomer History: Search customer name to see all their jobsService Pattern Analysis: Filter by job type to understand demandBest Practices
Save Common Searches as Presets: Don't recreate filters dailyUse Narrow Date Ranges First: Broad searches can return many resultsCombine Filters: Job type + status + driver for specific insightsExport for Meetings: Create reports before team reviewsShare Links for Collaboration: Discuss specific job sets with colleagues