Filter and Share a List

Customers, Sites, Jobs, Schedule, Dispatch, Leads, Quotes, Contracts, and Invoices share one filter band. Learn it once; the chips change by page.

1. 1

   Use the band left to right

   Search (or a date on some Dispatch tabs), up to three primary chips, Filters (teal count when something extra is on), optional Sort, then your page's actions (New Customer, New Job, and so on). Applied chips sit on the next row with Clear all. Inside the popover the clear control is Clear all filters.

2. 2

   Share or bookmark the view

   Copy the URL after you set chips. Another person with access to that screen lands on the same search, filters, and sort. Snapshot tiles on Customers and Sites (Active customers, Pond sites, and so on) set scope — they are not chips, but Clear all on Customers also clears that scope.

On a phone-width office window, the primary chips fold into Filters. The field app does not use this toolbar.

What each list adds

Crew is the person filter on Jobs, Schedule, and Dispatch. On Assign Work it is a roster chip (All Crew, Assigned Today, individuals, groups) and is not stored in the URL — Clear all leaves that roster preference in place.

Quotes, contracts, and invoices hide Void or Archived until Status includes them. Invoices Due → Overdue only is a chip of its own.

Invoices: Yearly Totals vs Filtered Results

The Yearly Totals cards above the invoices table — Invoice Totals (FY), Total Billed, Total Paid, Credits Applied, Outstanding, Drafts — are fiscal-year totals (and the selected work-type tab, if any); the Yearly Totals heading names the year, for example FY 2026: Jan 1 – Dec 31, 2026. They do not change when you use Status, Outstanding, Due, Paid, or search. Clicking a card filters the list to that set, dated in that fiscal year only; the chip reads Showing: Drafts · FY 2026: Jan 1 – Dec 31, 2026 (or whichever card you clicked). A draft dated next year, such as a contract's planned January invoice, is not listed until you clear the card.

When any of those filters or a search is on, a Filtered results line appears above the table: count · Total · Paid · Credits (only if any) · Outstanding, summed across every matching invoice on every page, not just the page you are looking at. Void invoices are counted but contribute $0. Filtered results Outstanding includes draft balances, so it can be larger than the Outstanding card, which counts only sent / past-due invoices for the fiscal year.

Total Billed = Total Paid + Credits Applied + Outstanding on the cards (drafts and voids excluded). Invoice Totals (FY) includes drafts.

In Filters, the remaining-balance pair is Min and Max (placeholders). A minimum of 0 with Max blank means "still owes something" — strictly more than $0, not including paid-in-full rows. The chip then reads Outstanding: Has a balance. A minimum of 0 with a max set reads Outstanding: Above $0 – $X. Leave either side blank for an open range.

Paid from/to is a payment-received window: an online payment's date or a recorded payment's received date, not the day the invoice became fully paid. The chip reads Paid: with the dates you set. The Payments column shows the most recent payment's method under the amount — for example Visa ···4242 or Check #1042. Same meaning as Filters → Paid on See Where Payments Went.

Verify it worked

Set a Status chip and a search, copy the URL, paste it in a new tab. The same chips and search return. Empty copy names what you filtered. Clear all restores the page default (for example invoices without Void). On invoices, a search, Outstanding Min of 0, or a Paid window shows Filtered results above the table; Outstanding Min of 0 also shows a chip Outstanding: Has a balance. The Yearly Totals cards do not move.